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 | $189,070 | $67,411+180.5% | $91,001+107.8% | $70,131+169.6% |
| Participation rate | 98.7% | 71.4%+27.4pp | 75.6%+23.1pp | 69.5%+29.2pp |
| Annual return | 17.97% | -40.16%+58.1pp | 4.60%+13.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $4,547 | $1,786+154.6% | $2,456+85.2% | $2,342+94.1% |
| Participant deferral / active EE | $8,233 | $2,823+191.7% | $3,547+132.1% | $3,332+147.1% |
| Admin fee / account holder | $7,189 | $4,236+69.7% | $5,417+32.7% | $4,645+54.8% |