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 | $182,307 | $69,515+162.3% | $86,874+109.9% | $85,850+112.4% |
| Participation rate | 86.4% | 66.3%+20.0pp | 71.6%+14.7pp | 69.3%+17.0pp |
| Annual return | 13.24% | 20.12%-6.9pp | 63.52%-50.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $4,790 | $1,880+154.7% | $2,495+92.0% | $2,565+86.7% |
| Participant deferral / active EE | $7,577 | $2,919+159.6% | $3,699+104.8% | $3,952+91.7% |
| Admin fee / account holder | $46,995 | $5,972+686.9% | $5,828+706.4% | $6,260+650.7% |