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 | $175,383 | $89,355+96.3% | $141,162+24.2% | $72,985+140.3% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 21.78% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $9,676 | $3,114+210.7% | $4,735+104.3% | $2,440+296.6% |
| Participant deferral / active EE | $3,071 | $5,418-43.3% | $6,709-54.2% | $3,607-14.9% |
| Admin fee / account holder | $7,047 | $5,958+18.3% | $10,261-31.3% | $5,124+37.5% |