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 7-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 | $182,619 | $78,422+132.9% | $95,952+90.3% | $79,858+128.7% |
| Participation rate | 88.1% | 73.5%+14.6pp | 77.1%+11.0pp | 69.6%+18.5pp |
| Annual return | 13.18% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,671 | $1,945+37.3% | $2,541+5.1% | $2,471+8.1% |
| Participant deferral / active EE | $7,147 | $3,440+107.8% | $4,167+71.5% | $3,740+91.1% |
| Admin fee / account holder | $9,682 | $5,622+72.2% | $6,795+42.5% | $5,306+82.5% |