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 | $188,276 | $91,552+105.6% | $133,956+40.6% | $79,858+135.8% |
| Participation rate | 81.3% | 73.3%+7.9pp | 79.8%+1.4pp | 69.6%+11.6pp |
| Annual return | 16.36% | 61.85%-45.5pp | 45.09%-28.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,654 | $2,384+53.3% | $3,919-6.8% | $2,471+47.9% |
| Participant deferral / active EE | $4,649 | $3,733+24.5% | $5,048-7.9% | $3,740+24.3% |
| Admin fee / account holder | $12,157 | $6,321+92.3% | $8,927+36.2% | $5,306+129.1% |