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 | $183,119 | $78,926+132.0% | $136,749+33.9% | $84,808+115.9% |
| Participation rate | 84.0% | 62.2%+21.8pp | 72.1%+11.9pp | 68.3%+15.7pp |
| Annual return | 22.83% | 18.17%+4.7pp | 24.33%-1.5pp | 40.90%-18.1pp |
| Employer contribution / active EE | $8,123 | $2,134+280.6% | $3,400+138.9% | $2,631+208.7% |
| Participant deferral / active EE | $5,996 | $3,168+89.3% | $4,692+27.8% | $4,212+42.4% |
| Admin fee / account holder | $68,911 | $6,369+982.0% | $11,386+505.2% | $7,344+838.4% |