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 | $182,772 | $48,230+279.0% | $67,502+170.8% | $80,856+126.0% |
| Participation rate | 82.9% | 66.4%+16.6pp | 72.9%+10.1pp | 67.6%+15.3pp |
| Annual return | 26.31% | 18.28%+8.0pp | 3512.12%-3485.8pp | 35.59%-9.3pp |
| Employer contribution / active EE | $8,500 | $2,020+320.9% | $2,731+211.2% | $2,755+208.5% |
| Participant deferral / active EE | $7,910 | $2,924+170.5% | $4,000+97.8% | $4,296+84.1% |
| Admin fee / account holder | $11,743 | $3,681+219.0% | $3,998+193.7% | $6,918+69.7% |