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 | $187,389 | $83,477+124.5% | $125,175+49.7% | $72,985+156.8% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 23.49% | 25.78%-2.3pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,575 | $2,345+9.8% | $3,865-33.4% | $2,440+5.6% |
| Participant deferral / active EE | $9,229 | $3,585+157.4% | $4,937+86.9% | $3,607+155.8% |
| Admin fee / account holder | $23,120 | $5,517+319.0% | $9,702+138.3% | $5,124+351.2% |