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 | $191,779 | $68,719+179.1% | $91,541+109.5% | $84,808+126.1% |
| Participation rate | 98.2% | 64.5%+33.7pp | 69.8%+28.5pp | 68.3%+29.9pp |
| Annual return | 15.53% | 19.12%-3.6pp | 20.50%-5.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,238 | $1,920+68.6% | $2,505+29.3% | $2,631+23.1% |
| Participant deferral / active EE | $6,033 | $3,136+92.4% | $4,008+50.5% | $4,212+43.3% |
| Admin fee / account holder | $11,940 | $5,786+106.3% | $6,956+71.6% | $7,344+62.6% |