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 | $174,063 | $81,947+112.4% | $105,387+65.2% | $72,985+138.5% |
| Participation rate | 98.9% | 76.5%+22.4pp | 82.6%+16.3pp | 69.5%+29.4pp |
| Annual return | 20.76% | 42.90%-22.1pp | 26.82%-6.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $8,318 | $3,468+139.8% | $4,213+97.4% | $2,440+240.9% |
| Participant deferral / active EE | $8,843 | $4,494+96.8% | $5,502+60.7% | $3,607+145.1% |
| Admin fee / account holder | $8,982 | $6,258+43.5% | $6,559+36.9% | $5,124+75.3% |