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 | $171,526 | $58,828+191.6% | $77,999+119.9% | $62,891+172.7% |
| Participation rate | 88.6% | 71.1%+17.5pp | 75.5%+13.0pp | 69.3%+19.3pp |
| Annual return | 10.05% | 17.16%-7.1pp | 425.96%-415.9pp | 20.14%-10.1pp |
| Employer contribution / active EE | $3,360 | $1,672+101.0% | $2,470+36.0% | $2,281+47.3% |
| Participant deferral / active EE | $4,273 | $2,686+59.1% | $3,497+22.2% | $3,203+33.4% |
| Admin fee / account holder | $9,962 | $4,393+126.8% | $5,480+81.8% | $4,296+131.9% |