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 7-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 | $204,754 | $62,573+227.2% | $85,682+139.0% | $85,850+138.5% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.9%+28.3pp | 69.3%+28.8pp |
| Annual return | 25.07% | 23.77%+1.3pp | 21.49%+3.6pp | 318.53%-293.5pp |
| Employer contribution / active EE | $2,022 | $1,757+15.1% | $2,618-22.8% | $2,565-21.2% |
| Participant deferral / active EE | $5,286 | $2,802+88.6% | $3,923+34.8% | $3,952+33.8% |
| Admin fee / account holder | $9,768 | $4,640+110.5% | $6,873+42.1% | $6,260+56.0% |