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 | $212,498 | $109,881+93.4% | $150,045+41.6% | $84,808+150.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 15.20% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $9,035 | $3,561+153.7% | $4,693+92.5% | $2,631+243.4% |
| Participant deferral / active EE | $10,826 | $6,636+63.1% | $7,997+35.4% | $4,212+157.1% |
| Admin fee / account holder | $52,093 | $8,568+508.0% | $13,435+287.7% | $7,344+609.3% |