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 | $219,860 | $89,355+146.1% | $141,162+55.8% | $72,985+201.2% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 23.14% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $4,775 | $3,114+53.3% | $4,735+0.8% | $2,440+95.7% |
| Participant deferral / active EE | $14,173 | $5,418+161.6% | $6,709+111.3% | $3,607+292.9% |
| Admin fee / account holder | $7,240 | $5,958+21.5% | $10,261-29.4% | $5,124+41.3% |