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 | $180,913 | $52,279+246.1% | $89,391+102.4% | $79,858+126.5% |
| Participation rate | 92.1% | 57.5%+34.6pp | 68.0%+24.1pp | 69.6%+22.5pp |
| Annual return | 13.96% | 22.16%-8.2pp | 245.62%-231.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $5,435 | $1,572+245.9% | $2,586+110.2% | $2,471+120.0% |
| Participant deferral / active EE | $5,799 | $2,740+111.6% | $3,890+49.1% | $3,740+55.0% |
| Admin fee / account holder | $7,716 | $3,356+129.9% | $4,881+58.1% | $5,306+45.4% |