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 | $190,257 | $65,365+191.1% | $92,893+104.8% | $72,985+160.7% |
| Participation rate | 96.6% | 68.3%+28.3pp | 76.0%+20.6pp | 69.5%+27.1pp |
| Annual return | 23.73% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $4,781 | $2,594+84.3% | $3,653+30.9% | $2,440+96.0% |
| Participant deferral / active EE | $6,536 | $3,128+108.9% | $4,236+54.3% | $3,607+81.2% |
| Admin fee / account holder | $1,501 | $4,251-64.7% | $5,794-74.1% | $5,124-70.7% |