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 | $178,044 | $98,750+80.3% | $149,696+18.9% | $79,858+123.0% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.7pp |
| Annual return | 18.60% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $10,753 | $3,216+234.3% | $4,644+131.5% | $2,471+335.2% |
| Participant deferral / active EE | $9,845 | $5,680+73.3% | $6,842+43.9% | $3,740+163.2% |
| Admin fee / account holder | $5,711 | $6,053-5.6% | $9,309-38.6% | $5,306+7.6% |