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 | $205,505 | $78,422+162.0% | $95,952+114.2% | $79,858+157.3% |
| Participation rate | 91.2% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.5pp |
| Annual return | 18.24% | 19.37%-1.1pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,557 | $1,945+82.9% | $2,541+40.0% | $2,471+44.0% |
| Participant deferral / active EE | $2,437 | $3,440-29.2% | $4,167-41.5% | $3,740-34.8% |
| Admin fee / account holder | $35,704 | $5,622+535.1% | $6,795+425.4% | $5,306+572.9% |