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 | $228,650 | $89,753+154.8% | $107,525+112.6% | $84,808+169.6% |
| Participation rate | 87.5% | 68.1%+19.4pp | 75.1%+12.4pp | 68.3%+19.2pp |
| Annual return | 20.10% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,309 | $3,113+38.4% | $3,754+14.8% | $2,631+63.8% |
| Participant deferral / active EE | $8,323 | $4,056+105.2% | $5,116+62.7% | $4,212+97.6% |
| Admin fee / account holder | $10,070 | $7,222+39.4% | $8,919+12.9% | $7,344+37.1% |