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 | $167,277 | $81,460+105.3% | $103,333+61.9% | $80,856+106.9% |
| Participation rate | 92.1% | 66.8%+25.2pp | 74.5%+17.6pp | 67.6%+24.4pp |
| Annual return | 12.32% | 25.55%-13.2pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $7,385 | $3,105+137.8% | $3,868+90.9% | $2,755+168.1% |
| Participant deferral / active EE | $8,211 | $3,869+112.3% | $5,057+62.4% | $4,296+91.1% |
| Admin fee / account holder | $22,714 | $6,566+245.9% | $8,355+171.9% | $6,918+228.3% |