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 | $183,111 | $81,460+124.8% | $103,333+77.2% | $80,856+126.5% |
| Participation rate | 95.2% | 66.8%+28.4pp | 74.5%+20.7pp | 67.6%+27.6pp |
| Annual return | 15.50% | 25.55%-10.0pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,383 | $3,105+41.1% | $3,868+13.3% | $2,755+59.1% |
| Participant deferral / active EE | $5,850 | $3,869+51.2% | $5,057+15.7% | $4,296+36.2% |
| Admin fee / account holder | $16,138 | $6,566+145.8% | $8,355+93.2% | $6,918+133.3% |