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 | $183,360 | $81,248+125.7% | $155,509+17.9% | $80,856+126.8% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 12.82% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $9,978 | $3,100+221.8% | $4,672+113.6% | $2,755+262.2% |
| Participant deferral / active EE | $7,391 | $3,452+114.1% | $5,626+31.4% | $4,296+72.0% |
| Admin fee / account holder | $28,260 | $7,997+253.4% | $15,912+77.6% | $6,918+308.5% |