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 | $171,551 | $58,208+194.7% | $81,812+109.7% | $80,856+112.2% |
| Participation rate | 82.7% | 63.4%+19.3pp | 72.3%+10.4pp | 67.6%+15.1pp |
| Annual return | 12.11% | 41.66%-29.5pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,916 | $2,340+67.3% | $2,912+34.5% | $2,755+42.1% |
| Participant deferral / active EE | $6,767 | $3,281+106.3% | $4,319+56.7% | $4,296+57.5% |
| Admin fee / account holder | $13,730 | $4,981+175.6% | $7,386+85.9% | $6,918+98.5% |