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 | $199,338 | $70,669+182.1% | $169,368+17.7% | $75,163+165.2% |
| Participation rate | 82.1% | 64.8%+17.4pp | 77.1%+5.0pp | 67.2%+15.0pp |
| Annual return | 18.14% | 36.36%-18.2pp | 405.60%-387.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,397 | $2,211+53.7% | $4,013-15.3% | $2,670+27.2% |
| Participant deferral / active EE | $10,260 | $4,311+138.0% | $6,221+64.9% | $4,125+148.7% |
| Admin fee / account holder | $10,370 | $5,402+92.0% | $9,003+15.2% | $5,651+83.5% |