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 | $174,553 | $81,460+114.3% | $103,333+68.9% | $80,856+115.9% |
| Participation rate | 91.4% | 66.8%+24.6pp | 74.5%+16.9pp | 67.6%+23.8pp |
| Annual return | 13.11% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $10,799 | $3,105+247.8% | $3,868+179.2% | $2,755+292.0% |
| Participant deferral / active EE | $2,941 | $3,869-24.0% | $5,057-41.9% | $4,296-31.5% |
| Admin fee / account holder | $14,816 | $6,566+125.6% | $8,355+77.3% | $6,918+114.2% |