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 | $180,296 | $81,460+121.3% | $103,333+74.5% | $80,856+123.0% |
| Participation rate | 96.4% | 66.8%+29.5pp | 74.5%+21.9pp | 67.6%+28.7pp |
| Annual return | 11.51% | 25.55%-14.0pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $9,388 | $3,105+202.3% | $3,868+142.7% | $2,755+240.8% |
| Participant deferral / active EE | $7,225 | $3,869+86.7% | $5,057+42.8% | $4,296+68.2% |
| Admin fee / account holder | $27,389 | $6,566+317.1% | $8,355+227.8% | $6,918+295.9% |