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 | $169,895 | $81,248+109.1% | $155,509+9.3% | $80,856+110.1% |
| Participation rate | 98.6% | 66.2%+32.3pp | 78.2%+20.4pp | 67.6%+30.9pp |
| Annual return | 14.83% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.8pp |
| Employer contribution / active EE | $7,379 | $3,100+138.0% | $4,672+57.9% | $2,755+167.9% |
| Participant deferral / active EE | $6,392 | $3,452+85.2% | $5,626+13.6% | $4,296+48.8% |
| Admin fee / account holder | $59,700 | $7,997+646.5% | $15,912+275.2% | $6,918+763.0% |