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 | $173,018 | $80,717+114.4% | $154,803+11.8% | $84,808+104.0% |
| Participation rate | 98.6% | 66.8%+31.8pp | 78.1%+20.5pp | 68.3%+30.3pp |
| Annual return | 14.68% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $7,314 | $2,761+164.9% | $4,305+69.9% | $2,631+178.0% |
| Participant deferral / active EE | $6,159 | $3,303+86.5% | $5,540+11.2% | $4,212+46.3% |
| Admin fee / account holder | $27,866 | $6,746+313.1% | $14,329+94.5% | $7,344+279.5% |