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 | $179,228 | $93,571+91.5% | $135,903+31.9% | $75,163+138.5% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 16.68% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,322 | $3,537+22.2% | $4,856-11.0% | $2,670+61.9% |
| Participant deferral / active EE | $11,812 | $6,404+84.4% | $7,758+52.3% | $4,125+186.3% |
| Admin fee / account holder | $23,275 | $6,975+233.7% | $10,762+116.3% | $5,651+311.9% |