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 | $110,291 | $46,553+136.9% | $64,056+72.2% | $75,163+46.7% |
| Participation rate | 91.2% | 65.9%+25.3pp | 72.3%+18.9pp | 67.2%+24.0pp |
| Annual return | 19.98% | 26.03%-6.0pp | 33.69%-13.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,730 | $1,974+38.3% | $2,747-0.6% | $2,670+2.2% |
| Participant deferral / active EE | $9,151 | $2,837+222.6% | $3,880+135.8% | $4,125+121.8% |
| Admin fee / account holder | $17,725 | $2,952+500.4% | $3,068+477.7% | $5,651+213.7% |