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 | $191,396 | $78,672+143.3% | $109,143+75.4% | $85,850+122.9% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.4pp |
| Annual return | 16.10% | 25.09%-9.0pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,712 | $2,735+35.8% | $3,722-0.3% | $2,565+44.7% |
| Participant deferral / active EE | $6,895 | $3,467+98.9% | $4,653+48.2% | $3,952+74.5% |
| Admin fee / account holder | $17,362 | $5,469+217.4% | $6,752+157.1% | $6,260+177.4% |