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 | $186,113 | $89,753+107.4% | $107,525+73.1% | $84,808+119.5% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 20.27% | 29.48%-9.2pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $5,279 | $3,113+69.5% | $3,754+40.6% | $2,631+100.6% |
| Participant deferral / active EE | $10,027 | $4,056+147.2% | $5,116+96.0% | $4,212+138.1% |
| Admin fee / account holder | $5,529 | $7,222-23.4% | $8,919-38.0% | $7,344-24.7% |