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 | $236,144 | $62,573+277.4% | $85,682+175.6% | $85,850+175.1% |
| Participation rate | 90.3% | 61.1%+29.2pp | 69.9%+20.5pp | 69.3%+21.0pp |
| Annual return | 13.21% | 23.77%-10.6pp | 21.49%-8.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $8,852 | $1,757+403.9% | $2,618+238.1% | $2,565+245.1% |
| Participant deferral / active EE | $5,908 | $2,802+110.8% | $3,923+50.6% | $3,952+49.5% |
| Admin fee / account holder | $19,150 | $4,640+312.7% | $6,873+178.6% | $6,260+205.9% |