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 | $196,036 | $89,355+119.4% | $141,162+38.9% | $72,985+168.6% |
| Participation rate | 94.8% | 75.1%+19.7pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 21.50% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,870 | $3,114+56.4% | $4,735+2.9% | $2,440+99.6% |
| Participant deferral / active EE | $8,502 | $5,418+56.9% | $6,709+26.7% | $3,607+135.7% |
| Admin fee / account holder | $5,436 | $5,958-8.8% | $10,261-47.0% | $5,124+6.1% |