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 | $171,115 | $77,899+119.7% | $149,673+14.3% | $75,163+127.7% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.6pp |
| Annual return | 14.75% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $7,556 | $3,137+140.8% | $4,818+56.8% | $2,670+183.0% |
| Participant deferral / active EE | $5,884 | $3,411+72.5% | $5,680+3.6% | $4,125+42.6% |
| Admin fee / account holder | $44,375 | $5,956+645.0% | $13,210+235.9% | $5,651+685.3% |