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 | $182,098 | $93,571+94.6% | $135,903+34.0% | $75,163+142.3% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 16.81% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $5,627 | $3,537+59.1% | $4,856+15.9% | $2,670+110.7% |
| Participant deferral / active EE | $6,585 | $6,404+2.8% | $7,758-15.1% | $4,125+59.6% |
| Admin fee / account holder | $7,380 | $6,975+5.8% | $10,762-31.4% | $5,651+30.6% |