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 | $185,803 | $81,446+128.1% | $103,374+79.7% | $80,874+129.7% |
| Participation rate | 93.8% | 66.9%+26.9pp | 74.5%+19.2pp | 67.6%+26.1pp |
| Annual return | 14.66% | 25.57%-10.9pp | 24.89%-10.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $7,632 | $3,107+145.6% | $3,869+97.2% | $2,756+177.0% |
| Participant deferral / active EE | $5,948 | $3,870+53.7% | $5,058+17.6% | $4,297+38.4% |
| Admin fee / account holder | $10,490 | $6,715+56.2% | $8,394+25.0% | $6,935+51.2% |