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 | $184,687 | $87,733+110.5% | $106,548+73.3% | $85,850+115.1% |
| Participation rate | 89.9% | 71.9%+17.9pp | 76.1%+13.7pp | 69.3%+20.6pp |
| Annual return | 16.28% | 21.86%-5.6pp | 26.80%-10.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $7,724 | $2,073+272.6% | $2,819+174.0% | $2,565+201.1% |
| Participant deferral / active EE | $12,284 | $3,469+254.1% | $4,398+179.3% | $3,952+210.8% |
| Admin fee / account holder | $14,501 | $6,767+114.3% | $7,407+95.8% | $6,260+131.6% |