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 | $181,250 | $76,552+136.8% | $123,892+46.3% | $62,891+188.2% |
| Participation rate | 94.2% | 73.0%+21.2pp | 81.4%+12.8pp | 69.3%+24.9pp |
| Annual return | 10.35% | 18.68%-8.3pp | 47.52%-37.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $5,463 | $2,883+89.5% | $4,617+18.3% | $2,281+139.5% |
| Participant deferral / active EE | $2,936 | $4,840-39.3% | $5,984-50.9% | $3,203-8.3% |
| Admin fee / account holder | $16,448 | $4,826+240.9% | $8,357+96.8% | $4,296+282.9% |