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 | $152,630 | $48,750+213.1% | $88,946+71.6% | $74,304+105.4% |
| Participation rate | 89.3% | 44.5%+44.8pp | 68.8%+20.4pp | 60.3%+28.9pp |
| Annual return | 19.53% | 25.91%-6.4pp | 57.82%-38.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $3,472 | $1,255+176.7% | $2,555+35.9% | $2,241+54.9% |
| Participant deferral / active EE | $7,406 | $2,423+205.7% | $4,581+61.7% | $3,767+96.6% |
| Admin fee / account holder | $15,549 | $3,756+314.0% | $8,261+88.2% | $2,969+423.7% |