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 | $178,023 | $85,202+108.9% | $172,739+3.1% | $72,985+143.9% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 19.07% | 27.32%-8.2pp | 802.84%-783.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $8,670 | $3,324+160.8% | $5,143+68.6% | $2,440+255.3% |
| Participant deferral / active EE | $7,591 | $3,260+132.8% | $5,198+46.0% | $3,607+110.4% |
| Admin fee / account holder | $21,487 | $5,884+265.2% | $13,954+54.0% | $5,124+319.3% |