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 | $177,819 | $74,927+137.3% | $101,794+74.7% | $84,808+109.7% |
| Participation rate | 77.1% | 61.4%+15.7pp | 69.2%+7.9pp | 68.3%+8.8pp |
| Annual return | 13.22% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,771 | $1,522+147.8% | $2,289+64.8% | $2,631+43.3% |
| Participant deferral / active EE | $6,026 | $3,099+94.4% | $4,084+47.6% | $4,212+43.1% |
| Admin fee / account holder | $15,283 | $6,514+134.6% | $8,777+74.1% | $7,344+108.1% |