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 | $201,353 | $98,750+103.9% | $149,696+34.5% | $79,858+152.1% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 22.16% | 27.43%-5.3pp | 276.60%-254.4pp | 31.71%-9.6pp |
| Employer contribution / active EE | $6,877 | $3,216+113.8% | $4,644+48.1% | $2,471+178.3% |
| Participant deferral / active EE | $7,131 | $5,680+25.5% | $6,842+4.2% | $3,740+90.7% |
| Admin fee / account holder | $4,772 | $6,053-21.2% | $9,309-48.7% | $5,306-10.1% |