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 | $115,365 | $54,762+110.7% | $90,281+27.8% | $72,985+58.1% |
| Participation rate | 90.8% | 65.1%+25.6pp | 73.3%+17.5pp | 69.5%+21.3pp |
| Annual return | 21.43% | 30.63%-9.2pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $6,345 | $2,092+203.2% | $2,854+122.3% | $2,440+160.1% |
| Participant deferral / active EE | $6,129 | $2,887+112.3% | $3,885+57.7% | $3,607+69.9% |
| Admin fee / account holder | $12,665 | $3,972+218.9% | $5,351+136.7% | $5,124+147.2% |