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 | $225,244 | $87,013+158.9% | $106,213+112.1% | $80,856+178.6% |
| Participation rate | 89.2% | 70.4%+18.7pp | 75.3%+13.9pp | 67.6%+21.5pp |
| Annual return | 18.95% | 17.05%+1.9pp | 116.14%-97.2pp | 35.59%-16.6pp |
| Employer contribution / active EE | $5,896 | $2,395+146.2% | $3,171+85.9% | $2,755+114.0% |
| Participant deferral / active EE | $8,724 | $3,986+118.9% | $5,016+73.9% | $4,296+103.1% |
| Admin fee / account holder | $20,857 | $8,431+147.4% | $11,033+89.0% | $6,918+201.5% |