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 | $174,692 | $67,606+158.4% | $82,313+112.2% | $70,131+149.1% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.9%+18.8pp | 69.5%+26.1pp |
| Annual return | 21.11% | 21.57%-0.5pp | 25.88%-4.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $5,264 | $1,755+200.0% | $2,428+116.8% | $2,342+124.7% |
| Participant deferral / active EE | $4,002 | $2,987+34.0% | $3,706+8.0% | $3,332+20.1% |
| Admin fee / account holder | $6,749 | $4,512+49.6% | $5,608+20.3% | $4,645+45.3% |