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 | $178,844 | $89,355+100.2% | $141,162+26.7% | $72,985+145.0% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 25.14% | 111.85%-86.7pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $4,913 | $3,114+57.7% | $4,735+3.8% | $2,440+101.3% |
| Participant deferral / active EE | $10,390 | $5,418+91.8% | $6,709+54.9% | $3,607+188.0% |
| Admin fee / account holder | $18,463 | $5,958+209.9% | $10,261+79.9% | $5,124+260.3% |