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 | $179,186 | $67,606+165.0% | $82,313+117.7% | $70,131+155.5% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.9%+18.3pp | 69.5%+25.6pp |
| Annual return | 18.27% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,525 | $1,755+100.9% | $2,428+45.2% | $2,342+50.5% |
| Participant deferral / active EE | $6,552 | $2,987+119.4% | $3,706+76.8% | $3,332+96.7% |
| Admin fee / account holder | $1,903 | $4,512-57.8% | $5,608-66.1% | $4,645-59.0% |