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 | $174,541 | $81,248+114.8% | $155,509+12.2% | $80,856+115.9% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 20.27% | 33.31%-13.0pp | 64.67%-44.4pp | 35.59%-15.3pp |
| Employer contribution / active EE | $7,278 | $3,100+134.8% | $4,672+55.8% | $2,755+164.2% |
| Participant deferral / active EE | $6,274 | $3,452+81.8% | $5,626+11.5% | $4,296+46.0% |
| Admin fee / account holder | $1,606 | $7,997-79.9% | $15,912-89.9% | $6,918-76.8% |