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 | $179,974 | $89,355+101.4% | $141,162+27.5% | $72,985+146.6% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 23.84% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,719 | $3,114-12.7% | $4,735-42.6% | $2,440+11.4% |
| Participant deferral / active EE | $8,996 | $5,418+66.0% | $6,709+34.1% | $3,607+149.4% |
| Admin fee / account holder | $8,040 | $5,958+34.9% | $10,261-21.6% | $5,124+56.9% |