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 | $180,120 | $89,355+101.6% | $141,162+27.6% | $72,985+146.8% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 23.31% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $5,640 | $3,114+81.1% | $4,735+19.1% | $2,440+131.2% |
| Participant deferral / active EE | $11,843 | $5,418+118.6% | $6,709+76.5% | $3,607+228.3% |
| Admin fee / account holder | $7,017 | $5,958+17.8% | $10,261-31.6% | $5,124+36.9% |