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 | $180,420 | $61,280+194.4% | $69,780+158.6% | $84,808+112.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.3%+20.7pp | 68.3%+31.7pp |
| Annual return | 15.08% | 12.93%+2.1pp | 26.31%-11.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $11,488 | $3,577+221.2% | $4,168+175.6% | $2,631+336.6% |
| Participant deferral / active EE | $3,043 | $3,756-19.0% | $6,164-50.6% | $4,212-27.8% |
| Admin fee / account holder | $4,802 | $6,026-20.3% | $7,285-34.1% | $7,344-34.6% |