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 | $195,509 | $59,101+230.8% | $77,163+153.4% | $75,163+160.1% |
| Participation rate | 79.5% | 63.9%+15.6pp | 69.6%+9.9pp | 67.2%+12.3pp |
| Annual return | 25.56% | 26.71%-1.1pp | 37.87%-12.3pp | 160.62%-135.1pp |
| Employer contribution / active EE | $3,035 | $1,995+52.1% | $2,535+19.7% | $2,670+13.7% |
| Participant deferral / active EE | $10,462 | $2,999+248.8% | $3,833+172.9% | $4,125+153.6% |
| Admin fee / account holder | $36,138 | $4,774+656.9% | $5,472+560.4% | $5,651+539.5% |