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 | $185,930 | $81,248+128.8% | $155,509+19.6% | $80,856+130.0% |
| Participation rate | 91.9% | 66.2%+25.7pp | 78.2%+13.7pp | 67.6%+24.3pp |
| Annual return | 11.96% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $8,284 | $3,100+167.2% | $4,672+77.3% | $2,755+200.7% |
| Participant deferral / active EE | $5,710 | $3,452+65.4% | $5,626+1.5% | $4,296+32.9% |
| Admin fee / account holder | $2,825 | $7,997-64.7% | $15,912-82.2% | $6,918-59.2% |