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 | $171,701 | $67,606+154.0% | $82,313+108.6% | $70,131+144.8% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 19.12% | 21.57%-2.4pp | 25.88%-6.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $3,153 | $1,755+79.7% | $2,428+29.8% | $2,342+34.6% |
| Participant deferral / active EE | $10,715 | $2,987+258.7% | $3,706+189.1% | $3,332+221.6% |
| Admin fee / account holder | $5,918 | $4,512+31.2% | $5,608+5.5% | $4,645+27.4% |