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 | $183,847 | $72,012+155.3% | $185,823-1.1% | $79,858+130.2% |
| Participation rate | 89.5% | 65.8%+23.7pp | 78.0%+11.4pp | 69.6%+19.8pp |
| Annual return | 17.01% | 23.12%-6.1pp | 35.95%-18.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $5,365 | $1,965+173.1% | $4,087+31.2% | $2,471+117.1% |
| Participant deferral / active EE | $8,203 | $3,779+117.1% | $5,632+45.6% | $3,740+119.3% |
| Admin fee / account holder | $17,335 | $4,513+284.2% | $9,500+82.5% | $5,306+226.7% |