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 | $178,414 | $77,899+129.0% | $149,673+19.2% | $75,163+137.4% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 20.87% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $5,614 | $3,137+79.0% | $4,818+16.5% | $2,670+110.3% |
| Participant deferral / active EE | $7,172 | $3,411+110.3% | $5,680+26.3% | $4,125+73.9% |
| Admin fee / account holder | $3,412 | $5,956-42.7% | $13,210-74.2% | $5,651-39.6% |