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 | $184,479 | $109,881+67.9% | $150,045+22.9% | $84,808+117.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 17.54% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $5,825 | $3,561+63.6% | $4,693+24.1% | $2,631+121.4% |
| Participant deferral / active EE | $11,770 | $6,636+77.4% | $7,997+47.2% | $4,212+179.5% |
| Admin fee / account holder | $21,304 | $8,568+148.7% | $13,435+58.6% | $7,344+190.1% |