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 | $178,491 | $68,719+159.7% | $91,541+95.0% | $84,808+110.5% |
| Participation rate | 84.3% | 64.5%+19.8pp | 69.8%+14.5pp | 68.3%+16.0pp |
| Annual return | 13.57% | 19.12%-5.5pp | 20.50%-6.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,151 | $1,920+116.2% | $2,505+65.7% | $2,631+57.8% |
| Participant deferral / active EE | $9,866 | $3,136+214.6% | $4,008+146.2% | $4,212+134.3% |
| Admin fee / account holder | $11,798 | $5,786+103.9% | $6,956+69.6% | $7,344+60.7% |