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 | $190,188 | $53,127+258.0% | $86,590+119.6% | $70,131+171.2% |
| Participation rate | 86.6% | 65.3%+21.3pp | 73.5%+13.0pp | 69.5%+17.0pp |
| Annual return | 22.40% | 27.66%-5.3pp | 964.84%-942.4pp | 73.14%-50.7pp |
| Employer contribution / active EE | $3,622 | $2,068+75.1% | $2,839+27.6% | $2,342+54.6% |
| Participant deferral / active EE | $5,948 | $2,696+120.7% | $3,609+64.8% | $3,332+78.5% |
| Admin fee / account holder | $7,410 | $3,585+106.7% | $4,906+51.1% | $4,645+59.5% |