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 | $199,597 | $88,672+125.1% | $105,223+89.7% | $82,448+142.1% |
| Participation rate | 82.2% | 67.9%+14.3pp | 75.0%+7.1pp | 68.1%+14.1pp |
| Annual return | 19.62% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $5,497 | $3,048+80.3% | $3,689+49.0% | $2,551+115.5% |
| Participant deferral / active EE | $11,698 | $4,036+189.9% | $5,072+130.7% | $4,139+182.6% |
| Admin fee / account holder | $7,088 | $7,146-0.8% | $8,859-20.0% | $7,234-2.0% |