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 | $178,126 | $81,248+119.2% | $155,509+14.5% | $80,856+120.3% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 18.61% | 33.31%-14.7pp | 64.67%-46.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $6,407 | $3,100+106.6% | $4,672+37.1% | $2,755+132.6% |
| Participant deferral / active EE | $3,951 | $3,452+14.5% | $5,626-29.8% | $4,296-8.0% |
| Admin fee / account holder | $6,158 | $7,997-23.0% | $15,912-61.3% | $6,918-11.0% |