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 | $122,479 | $54,705+123.9% | $71,209+72.0% | $84,808+44.4% |
| Participation rate | 78.8% | 64.1%+14.7pp | 73.8%+5.0pp | 68.3%+10.5pp |
| Annual return | 30.39% | 35.90%-5.5pp | 282.51%-252.1pp | 40.90%-10.5pp |
| Employer contribution / active EE | $3,956 | $2,158+83.3% | $2,721+45.4% | $2,631+50.4% |
| Participant deferral / active EE | $8,468 | $3,030+179.4% | $4,175+102.8% | $4,212+101.1% |
| Admin fee / account holder | $3,598 | $4,863-26.0% | $5,349-32.7% | $7,344-51.0% |