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 | $115,775 | $54,705+111.6% | $71,209+62.6% | $84,808+36.5% |
| Participation rate | 94.7% | 64.1%+30.6pp | 73.8%+20.9pp | 68.3%+26.4pp |
| Annual return | 14.39% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,168 | $2,158+46.8% | $2,721+16.4% | $2,631+20.4% |
| Participant deferral / active EE | $6,718 | $3,030+121.7% | $4,175+60.9% | $4,212+59.5% |
| Admin fee / account holder | $2,243 | $4,863-53.9% | $5,349-58.1% | $7,344-69.5% |