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 | $203,140 | $91,190+122.8% | $178,490+13.8% | $79,858+154.4% |
| Participation rate | 93.8% | 69.2%+24.5pp | 81.9%+11.8pp | 69.6%+24.1pp |
| Annual return | 15.41% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,885 | $3,256+50.0% | $5,011-2.5% | $2,471+97.7% |
| Participant deferral / active EE | $1,505 | $3,236-53.5% | $5,202-71.1% | $3,740-59.8% |
| Admin fee / account holder | $5,462 | $6,751-19.1% | $13,984-60.9% | $5,306+2.9% |