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 | $182,945 | $73,933+147.4% | $96,683+89.2% | $75,163+143.4% |
| Participation rate | 94.6% | 66.4%+28.2pp | 74.3%+20.3pp | 67.2%+27.4pp |
| Annual return | 19.55% | 26.70%-7.2pp | 35.69%-16.1pp | 160.62%-141.1pp |
| Employer contribution / active EE | $4,217 | $2,928+44.0% | $3,737+12.8% | $2,670+57.9% |
| Participant deferral / active EE | $7,044 | $3,659+92.5% | $4,878+44.4% | $4,125+70.8% |
| Admin fee / account holder | $23,821 | $5,216+356.7% | $6,730+254.0% | $5,651+321.5% |