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 | $118,525 | $57,541+106.0% | $95,745+23.8% | $75,163+57.7% |
| Participation rate | 97.4% | 62.5%+34.9pp | 72.3%+25.2pp | 67.2%+30.2pp |
| Annual return | 18.31% | 34.93%-16.6pp | 28.35%-10.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $5,498 | $1,808+204.2% | $2,835+94.0% | $2,670+105.9% |
| Participant deferral / active EE | $6,422 | $3,074+108.9% | $4,245+51.3% | $4,125+55.7% |
| Admin fee / account holder | $4,443 | $4,099+8.4% | $5,678-21.8% | $5,651-21.4% |