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 | $181,435 | $81,248+123.3% | $155,509+16.7% | $80,856+124.4% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | 17.93% | 33.31%-15.4pp | 64.67%-46.7pp | 35.59%-17.7pp |
| Employer contribution / active EE | $8,204 | $3,100+164.6% | $4,672+75.6% | $2,755+197.8% |
| Participant deferral / active EE | $7,249 | $3,452+110.0% | $5,626+28.8% | $4,296+68.7% |
| Admin fee / account holder | $1,350 | $7,997-83.1% | $15,912-91.5% | $6,918-80.5% |