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 | $175,918 | $85,202+106.5% | $172,739+1.8% | $72,985+141.0% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 22.35% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $7,880 | $3,324+137.1% | $5,143+53.2% | $2,440+223.0% |
| Participant deferral / active EE | $7,613 | $3,260+133.5% | $5,198+46.5% | $3,607+111.0% |
| Admin fee / account holder | $6,417 | $5,884+9.1% | $13,954-54.0% | $5,124+25.2% |