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 | $201,952 | $99,985+102.0% | $146,665+37.7% | $85,850+135.2% |
| Participation rate | 98.9% | 73.1%+25.9pp | 80.1%+18.8pp | 69.3%+29.6pp |
| Annual return | 14.00% | 18.93%-4.9pp | 22.74%-8.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $4,505 | $2,559+76.1% | $4,136+8.9% | $2,565+75.6% |
| Participant deferral / active EE | $4,389 | $4,006+9.6% | $5,506-20.3% | $3,952+11.1% |
| Admin fee / account holder | $13,704 | $7,702+77.9% | $10,280+33.3% | $6,260+118.9% |