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 | $175,601 | $89,355+96.5% | $141,162+24.4% | $72,985+140.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 23.19% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,764 | $3,114-11.3% | $4,735-41.6% | $2,440+13.3% |
| Participant deferral / active EE | $10,455 | $5,418+93.0% | $6,709+55.8% | $3,607+189.8% |
| Admin fee / account holder | $17,622 | $5,958+195.8% | $10,261+71.7% | $5,124+243.9% |