See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,628 | $81,460+188.0% | $103,333+127.1% | $80,856+190.2% |
| Participation rate | 93.2% | 66.8%+26.4pp | 74.5%+18.7pp | 67.6%+25.6pp |
| Annual return | 47.47% | 25.55%+21.9pp | 24.88%+22.6pp | 35.59%+11.9pp |
| Employer contribution / active EE | $3,928 | $3,105+26.5% | $3,868+1.6% | $2,755+42.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10,409 | $6,566+58.5% | $8,355+24.6% | $6,918+50.5% |