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 | $181,568 | $80,717+124.9% | $154,803+17.3% | $84,808+114.1% |
| Participation rate | 95.3% | 66.8%+28.5pp | 78.1%+17.3pp | 68.3%+27.0pp |
| Annual return | 16.86% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $7,036 | $2,761+154.8% | $4,305+63.4% | $2,631+167.4% |
| Participant deferral / active EE | $6,474 | $3,303+96.0% | $5,540+16.9% | $4,212+53.7% |
| Admin fee / account holder | $1,037 | $6,746-84.6% | $14,329-92.8% | $7,344-85.9% |