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 | $230,890 | $55,706+314.5% | $75,886+204.3% | $72,985+216.4% |
| Participation rate | 96.5% | 61.1%+35.4pp | 69.3%+27.2pp | 69.5%+27.0pp |
| Annual return | 25.70% | 27.59%-1.9pp | 30.76%-5.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $12,361 | $1,687+632.9% | $2,500+394.4% | $2,440+406.6% |
| Participant deferral / active EE | $12,781 | $2,634+385.3% | $3,603+254.7% | $3,607+254.3% |
| Admin fee / account holder | $1,713 | $3,978-57.0% | $5,418-68.4% | $5,124-66.6% |