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 | $197,407 | $105,181+87.7% | $159,436+23.8% | $85,850+129.9% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.8%+15.5pp | 69.3%+29.0pp |
| Annual return | 13.70% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $10,575 | $3,318+218.7% | $4,829+119.0% | $2,565+312.3% |
| Participant deferral / active EE | $11,701 | $5,945+96.8% | $7,352+59.2% | $3,952+196.1% |
| Admin fee / account holder | $9,404 | $6,933+35.6% | $10,799-12.9% | $6,260+50.2% |