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 | $179,233 | $85,202+110.4% | $172,739+3.8% | $72,985+145.6% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.3pp |
| Annual return | 19.15% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $9,358 | $3,324+181.5% | $5,143+82.0% | $2,440+283.6% |
| Participant deferral / active EE | $3,972 | $3,260+21.8% | $5,198-23.6% | $3,607+10.1% |
| Admin fee / account holder | $1,272 | $5,884-78.4% | $13,954-90.9% | $5,124-75.2% |