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 | $186,422 | $81,208+129.6% | $98,907+88.5% | $79,858+133.4% |
| Participation rate | 95.6% | 72.5%+23.1pp | 76.0%+19.6pp | 69.6%+26.0pp |
| Annual return | 16.77% | 60.99%-44.2pp | 196.43%-179.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $6,946 | $1,960+254.4% | $2,689+158.3% | $2,471+181.1% |
| Participant deferral / active EE | $6,244 | $3,265+91.2% | $4,244+47.1% | $3,740+66.9% |
| Admin fee / account holder | $8,261 | $6,013+37.4% | $6,642+24.4% | $5,306+55.7% |