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 | $176,269 | $58,828+199.6% | $77,999+126.0% | $62,891+180.3% |
| Participation rate | 93.1% | 71.1%+22.0pp | 75.5%+17.6pp | 69.3%+23.8pp |
| Annual return | 7.79% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,621 | $1,672+116.6% | $2,470+46.6% | $2,281+58.7% |
| Participant deferral / active EE | $4,413 | $2,686+64.3% | $3,497+26.2% | $3,203+37.8% |
| Admin fee / account holder | $6,496 | $4,393+47.9% | $5,480+18.5% | $4,296+51.2% |