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 | $208,880 | $49,915+318.5% | $154,803+34.9% | $74,304+181.1% |
| Participation rate | 86.4% | 54.0%+32.4pp | 78.1%+8.3pp | 60.3%+26.0pp |
| Annual return | 16.85% | 34.06%-17.2pp | 58.88%-42.0pp | 29.43%-12.6pp |
| Employer contribution / active EE | $5,650 | $1,611+250.7% | $4,305+31.2% | $2,241+152.1% |
| Participant deferral / active EE | $5,789 | $2,255+156.8% | $5,540+4.5% | $3,767+53.7% |
| Admin fee / account holder | $2,710 | $2,189+23.8% | $14,329-81.1% | $2,969-8.7% |