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 | $157,792 | $93,170+69.4% | $100,534+57.0% | $84,808+86.1% |
| Participation rate | 94.2% | 75.8%+18.4pp | 80.6%+13.6pp | 68.3%+25.9pp |
| Annual return | 19.00% | 47.13%-28.1pp | 32.66%-13.7pp | 40.90%-21.9pp |
| Employer contribution / active EE | $9,118 | $3,985+128.8% | $4,346+109.8% | $2,631+246.6% |
| Participant deferral / active EE | $16,858 | $5,699+195.8% | $6,144+174.4% | $4,212+300.3% |
| Admin fee / account holder | $18,649 | $7,382+152.6% | $7,654+143.6% | $7,344+153.9% |