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 | $179,377 | $77,899+130.3% | $149,673+19.8% | $75,163+138.6% |
| Participation rate | 89.2% | 65.6%+23.6pp | 78.8%+10.4pp | 67.2%+22.0pp |
| Annual return | 17.60% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $7,880 | $3,137+151.2% | $4,818+63.6% | $2,670+195.1% |
| Participant deferral / active EE | $6,194 | $3,411+81.6% | $5,680+9.1% | $4,125+50.2% |
| Admin fee / account holder | $1,617 | $5,956-72.8% | $13,210-87.8% | $5,651-71.4% |