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 | $180,419 | $68,346+164.0% | $94,646+90.6% | $75,163+140.0% |
| Participation rate | 80.6% | 76.1%+4.5pp | 80.8%-0.2pp | 67.2%+13.5pp |
| Annual return | 25.27% | 616.93%-591.7pp | 156.71%-131.4pp | 160.62%-135.3pp |
| Employer contribution / active EE | $5,687 | $2,701+110.6% | $3,672+54.9% | $2,670+113.0% |
| Participant deferral / active EE | $8,204 | $6,537+25.5% | $7,418+10.6% | $4,125+98.9% |
| Admin fee / account holder | $8,124 | $5,326+52.5% | $7,231+12.3% | $5,651+43.8% |