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 | $196,019 | $48,795+301.7% | $65,493+199.3% | $84,808+131.1% |
| Participation rate | 91.7% | 67.0%+24.7pp | 73.1%+18.6pp | 68.3%+23.4pp |
| Annual return | 14.22% | 20.20%-6.0pp | 982.45%-968.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,763 | $1,930+146.8% | $2,574+85.0% | $2,631+81.0% |
| Participant deferral / active EE | $4,433 | $2,928+51.4% | $3,961+11.9% | $4,212+5.3% |
| Admin fee / account holder | $4,197 | $3,877+8.3% | $5,028-16.5% | $7,344-42.8% |