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 | $195,052 | $56,053+248.0% | $75,972+156.7% | $80,856+141.2% |
| Participation rate | 70.3% | 62.0%+8.3pp | 69.1%+1.3pp | 67.6%+2.7pp |
| Annual return | 17.69% | 20.53%-2.8pp | 359.55%-341.9pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,227 | $1,874+72.2% | $2,685+20.2% | $2,755+17.2% |
| Participant deferral / active EE | $6,372 | $3,052+108.8% | $4,255+49.7% | $4,296+48.3% |
| Admin fee / account holder | $15,607 | $5,234+198.2% | $6,467+141.3% | $6,918+125.6% |