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 | $199,785 | $77,899+156.5% | $149,673+33.5% | $75,163+165.8% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 17.27% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $7,686 | $3,137+145.0% | $4,818+59.5% | $2,670+187.9% |
| Participant deferral / active EE | $8,176 | $3,411+139.7% | $5,680+44.0% | $4,125+98.2% |
| Admin fee / account holder | $14,497 | $5,956+143.4% | $13,210+9.7% | $5,651+156.5% |