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 | $189,754 | $89,355+112.4% | $141,162+34.4% | $72,985+160.0% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 24.29% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $7,195 | $3,114+131.0% | $4,735+51.9% | $2,440+194.9% |
| Participant deferral / active EE | $10,590 | $5,418+95.5% | $6,709+57.8% | $3,607+193.6% |
| Admin fee / account holder | $5,780 | $5,958-3.0% | $10,261-43.7% | $5,124+12.8% |