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 | $172,738 | $98,750+74.9% | $149,696+15.4% | $79,858+116.3% |
| Participation rate | 98.1% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.5pp |
| Annual return | 18.25% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $9,153 | $3,216+184.6% | $4,644+97.1% | $2,471+270.4% |
| Participant deferral / active EE | $8,236 | $5,680+45.0% | $6,842+20.4% | $3,740+120.2% |
| Admin fee / account holder | $1,106 | $6,053-81.7% | $9,309-88.1% | $5,306-79.2% |