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 | $196,735 | $81,248+142.1% | $155,509+26.5% | $80,856+143.3% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 14.71% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $9,059 | $3,100+192.2% | $4,672+93.9% | $2,755+228.8% |
| Participant deferral / active EE | $7,121 | $3,452+106.3% | $5,626+26.6% | $4,296+65.8% |
| Admin fee / account holder | $1,796 | $7,997-77.5% | $15,912-88.7% | $6,918-74.0% |