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 | $179,488 | $89,355+100.9% | $141,162+27.2% | $72,985+145.9% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 21.50% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $5,972 | $3,114+91.7% | $4,735+26.1% | $2,440+144.8% |
| Participant deferral / active EE | $6,572 | $5,418+21.3% | $6,709-2.0% | $3,607+82.2% |
| Admin fee / account holder | $1,638 | $5,958-72.5% | $10,261-84.0% | $5,124-68.0% |