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 | $189,514 | $81,248+133.3% | $155,509+21.9% | $80,856+134.4% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 17.06% | 33.31%-16.2pp | 64.67%-47.6pp | 35.59%-18.5pp |
| Employer contribution / active EE | $8,065 | $3,100+160.2% | $4,672+72.6% | $2,755+192.8% |
| Participant deferral / active EE | $6,272 | $3,452+81.7% | $5,626+11.5% | $4,296+46.0% |
| Admin fee / account holder | $2,776 | $7,997-65.3% | $15,912-82.6% | $6,918-59.9% |