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 | $118,573 | $49,915+137.5% | $154,803-23.4% | $74,304+59.6% |
| Participation rate | 97.1% | 54.0%+43.2pp | 78.1%+19.0pp | 60.3%+36.8pp |
| Annual return | 18.76% | 34.06%-15.3pp | 58.88%-40.1pp | 29.43%-10.7pp |
| Employer contribution / active EE | $4,317 | $1,611+167.9% | $4,305+0.3% | $2,241+92.6% |
| Participant deferral / active EE | $9,356 | $2,255+315.0% | $5,540+68.9% | $3,767+148.4% |
| Admin fee / account holder | $3,503 | $2,189+60.0% | $14,329-75.6% | $2,969+18.0% |