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 | $178,356 | $77,164+131.1% | $178,014+0.2% | $80,874+120.5% |
| Participation rate | 95.0% | 65.7%+29.3pp | 77.1%+17.9pp | 67.6%+27.4pp |
| Annual return | 13.87% | 18.09%-4.2pp | 294.80%-280.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $4,431 | $2,288+93.7% | $3,950+12.2% | $2,756+60.8% |
| Participant deferral / active EE | $11,460 | $4,408+160.0% | $6,276+82.6% | $4,297+166.7% |
| Admin fee / account holder | $4,103 | $7,164-42.7% | $10,362-60.4% | $6,935-40.8% |