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 | $173,410 | $72,492+139.2% | $87,100+99.1% | $72,985+137.6% |
| Participation rate | 98.0% | 72.8%+25.1pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 18.09% | 24.46%-6.4pp | 28.19%-10.1pp | 81.00%-62.9pp |
| Employer contribution / active EE | $4,508 | $1,894+138.0% | $2,521+78.8% | $2,440+84.8% |
| Participant deferral / active EE | $8,469 | $3,270+159.0% | $4,049+109.2% | $3,607+134.8% |
| Admin fee / account holder | $24,137 | $5,055+377.5% | $7,497+222.0% | $5,124+371.0% |