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 | $189,729 | $84,233+125.2% | $170,442+11.3% | $70,131+170.5% |
| Participation rate | 95.1% | 70.8%+24.3pp | 83.6%+11.5pp | 69.5%+25.6pp |
| Annual return | 19.12% | 23.06%-3.9pp | 205.93%-186.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $5,621 | $3,387+66.0% | $5,433+3.5% | $2,342+140.0% |
| Participant deferral / active EE | $6,100 | $3,086+97.7% | $4,939+23.5% | $3,332+83.1% |
| Admin fee / account holder | $8,457 | $5,698+48.4% | $13,880-39.1% | $4,645+82.0% |