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 | $196,956 | $77,899+152.8% | $149,673+31.6% | $75,163+162.0% |
| Participation rate | 93.0% | 65.6%+27.4pp | 78.8%+14.3pp | 67.2%+25.8pp |
| Annual return | 18.07% | 31.72%-13.7pp | 134.42%-116.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $7,831 | $3,137+149.6% | $4,818+62.5% | $2,670+193.3% |
| Participant deferral / active EE | $6,712 | $3,411+96.8% | $5,680+18.2% | $4,125+62.7% |
| Admin fee / account holder | $8,931 | $5,956+49.9% | $13,210-32.4% | $5,651+58.0% |