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 | $177,159 | $76,552+131.4% | $123,892+43.0% | $62,891+181.7% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 7.66% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $5,235 | $2,883+81.6% | $4,617+13.4% | $2,281+129.5% |
| Participant deferral / active EE | $9,485 | $4,840+96.0% | $5,984+58.5% | $3,203+196.1% |
| Admin fee / account holder | $1,258 | $4,826-73.9% | $8,357-84.9% | $4,296-70.7% |