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 | $216,535 | $80,717+168.3% | $154,803+39.9% | $84,808+155.3% |
| Participation rate | 98.9% | 66.8%+32.1pp | 78.1%+20.8pp | 68.3%+30.6pp |
| Annual return | 15.45% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $10,653 | $2,761+285.8% | $4,305+147.4% | $2,631+304.9% |
| Participant deferral / active EE | $5,675 | $3,303+71.8% | $5,540+2.4% | $4,212+34.7% |
| Admin fee / account holder | $6,930 | $6,746+2.7% | $14,329-51.6% | $7,344-5.6% |