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 6-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 | $163,003 | $77,314+110.8% | $177,989-8.4% | $80,856+101.6% |
| Participation rate | 85.1% | 65.7%+19.4pp | 77.1%+8.0pp | 67.6%+17.4pp |
| Annual return | 18.33% | 18.09%+0.2pp | 294.48%-276.2pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,612 | $2,292+13.9% | $3,949-33.9% | $2,755-5.2% |
| Participant deferral / active EE | $5,580 | $4,411+26.5% | $6,276-11.1% | $4,296+29.9% |
| Admin fee / account holder | $9,339 | $7,191+29.9% | $10,363-9.9% | $6,918+35.0% |