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 | $183,757 | $89,355+105.6% | $141,162+30.2% | $72,985+151.8% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 19.27% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $7,286 | $3,114+133.9% | $4,735+53.9% | $2,440+198.6% |
| Participant deferral / active EE | $7,928 | $5,418+46.3% | $6,709+18.2% | $3,607+119.8% |
| Admin fee / account holder | $3,463 | $5,958-41.9% | $10,261-66.2% | $5,124-32.4% |