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 | $191,907 | $91,190+110.4% | $178,490+7.5% | $79,858+140.3% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 21.26% | 24.19%-2.9pp | 151.07%-129.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $6,353 | $3,256+95.1% | $5,011+26.8% | $2,471+157.1% |
| Participant deferral / active EE | $12,771 | $3,236+294.6% | $5,202+145.5% | $3,740+241.5% |
| Admin fee / account holder | $1,930 | $6,751-71.4% | $13,984-86.2% | $5,306-63.6% |