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 | $173,613 | $70,669+145.7% | $169,368+2.5% | $75,163+131.0% |
| Participation rate | 93.2% | 64.8%+28.4pp | 77.1%+16.0pp | 67.2%+26.0pp |
| Annual return | 17.39% | 36.36%-19.0pp | 405.60%-388.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $6,631 | $2,211+200.0% | $4,013+65.3% | $2,670+148.4% |
| Participant deferral / active EE | $5,977 | $4,311+38.7% | $6,221-3.9% | $4,125+44.9% |
| Admin fee / account holder | $4,641 | $5,402-14.1% | $9,003-48.5% | $5,651-17.9% |