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 6-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 | $173,617 | $72,277+140.2% | $101,248+71.5% | $79,858+117.4% |
| Participation rate | 74.6% | 68.5%+6.1pp | 75.8%-1.2pp | 69.6%+4.9pp |
| Annual return | 11.63% | 22.30%-10.7pp | 46.47%-34.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $3,708 | $2,692+37.8% | $3,660+1.3% | $2,471+50.1% |
| Participant deferral / active EE | $8,089 | $3,282+146.5% | $4,370+85.1% | $3,740+116.3% |
| Admin fee / account holder | $19,623 | $4,400+345.9% | $5,945+230.1% | $5,306+269.8% |