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 | $172,145 | $89,355+92.7% | $141,162+21.9% | $72,985+135.9% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 23.64% | 111.85%-88.2pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $7,892 | $3,114+153.4% | $4,735+66.7% | $2,440+223.5% |
| Participant deferral / active EE | $11,923 | $5,418+120.1% | $6,709+77.7% | $3,607+230.5% |
| Admin fee / account holder | $6,227 | $5,958+4.5% | $10,261-39.3% | $5,124+21.5% |