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 | $148,745 | $49,915+198.0% | $154,803-3.9% | $74,304+100.2% |
| Participation rate | 85.2% | 54.0%+31.3pp | 78.1%+7.2pp | 60.3%+24.9pp |
| Annual return | 19.94% | 34.06%-14.1pp | 58.88%-38.9pp | 29.43%-9.5pp |
| Employer contribution / active EE | $7,850 | $1,611+387.2% | $4,305+82.3% | $2,241+250.3% |
| Participant deferral / active EE | $5,367 | $2,255+138.1% | $5,540-3.1% | $3,767+42.5% |
| Admin fee / account holder | $30,818 | $2,189+1307.9% | $14,329+115.1% | $2,969+938.1% |