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 | $172,524 | $77,899+121.5% | $149,673+15.3% | $75,163+129.5% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 20.15% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $6,168 | $3,137+96.6% | $4,818+28.0% | $2,670+131.0% |
| Participant deferral / active EE | $4,953 | $3,411+45.2% | $5,680-12.8% | $4,125+20.1% |
| Admin fee / account holder | $12,785 | $5,956+114.6% | $13,210-3.2% | $5,651+126.2% |