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 | $181,861 | $89,753+102.6% | $107,525+69.1% | $84,808+114.4% |
| Participation rate | 77.5% | 68.1%+9.4pp | 75.1%+2.4pp | 68.3%+9.2pp |
| Annual return | 13.76% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,311 | $3,113+38.5% | $3,754+14.8% | $2,631+63.8% |
| Participant deferral / active EE | $9,579 | $4,056+136.2% | $5,116+87.2% | $4,212+127.4% |
| Admin fee / account holder | $3,424 | $7,222-52.6% | $8,919-61.6% | $7,344-53.4% |