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 | $165,306 | $81,248+103.5% | $155,509+6.3% | $80,856+104.4% |
| Participation rate | 86.5% | 66.2%+20.3pp | 78.2%+8.3pp | 67.6%+18.8pp |
| Annual return | 13.97% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,084 | $3,100+64.0% | $4,672+8.8% | $2,755+84.6% |
| Participant deferral / active EE | $6,695 | $3,452+94.0% | $5,626+19.0% | $4,296+55.9% |
| Admin fee / account holder | $12,528 | $7,997+56.7% | $15,912-21.3% | $6,918+81.1% |