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 | $180,142 | $91,552+96.8% | $133,956+34.5% | $79,858+125.6% |
| Participation rate | 95.9% | 73.3%+22.5pp | 79.8%+16.1pp | 69.6%+26.3pp |
| Annual return | 21.56% | 61.85%-40.3pp | 45.09%-23.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $3,821 | $2,384+60.3% | $3,919-2.5% | $2,471+54.6% |
| Participant deferral / active EE | $9,391 | $3,733+151.5% | $5,048+86.1% | $3,740+151.1% |
| Admin fee / account holder | $2,778 | $6,321-56.1% | $8,927-68.9% | $5,306-47.6% |