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 | $199,510 | $51,638+286.4% | $68,368+191.8% | $82,448+142.0% |
| Participation rate | 96.2% | 63.6%+32.5pp | 73.8%+22.4pp | 68.1%+28.1pp |
| Annual return | 16.41% | 37.53%-21.1pp | 292.57%-276.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,096 | $2,047+51.3% | $2,649+16.9% | $2,551+21.4% |
| Participant deferral / active EE | $8,879 | $2,914+204.8% | $4,123+115.4% | $4,139+114.5% |
| Admin fee / account holder | $29,070 | $4,643+526.0% | $5,150+464.5% | $7,234+301.8% |