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 | $191,787 | $81,248+136.1% | $155,509+23.3% | $80,856+137.2% |
| Participation rate | 89.1% | 66.2%+22.9pp | 78.2%+10.9pp | 67.6%+21.5pp |
| Annual return | 11.12% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $8,326 | $3,100+168.5% | $4,672+78.2% | $2,755+202.2% |
| Participant deferral / active EE | $6,248 | $3,452+81.0% | $5,626+11.1% | $4,296+45.5% |
| Admin fee / account holder | $4,997 | $7,997-37.5% | $15,912-68.6% | $6,918-27.8% |