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 | $174,348 | $109,881+58.7% | $150,045+16.2% | $84,808+105.6% |
| Participation rate | 76.6% | 76.1%+0.5pp | 82.3%-5.7pp | 68.3%+8.3pp |
| Annual return | 18.09% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $5,689 | $3,561+59.8% | $4,693+21.2% | $2,631+116.2% |
| Participant deferral / active EE | $15,804 | $6,636+138.2% | $7,997+97.6% | $4,212+275.3% |
| Admin fee / account holder | $37,189 | $8,568+334.0% | $13,435+176.8% | $7,344+406.4% |