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 | $186,680 | $53,516+248.8% | $126,539+47.5% | $84,808+120.1% |
| Participation rate | 82.1% | 58.2%+23.9pp | 69.8%+12.3pp | 68.3%+13.8pp |
| Annual return | 15.32% | 58.34%-43.0pp | 425.95%-410.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,057 | $1,535+229.5% | $3,674+37.6% | $2,631+92.2% |
| Participant deferral / active EE | $9,686 | $2,671+262.7% | $4,083+137.3% | $4,212+130.0% |
| Admin fee / account holder | $3,810 | $4,497-15.3% | $6,065-37.2% | $7,344-48.1% |