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 | $180,650 | $89,355+102.2% | $141,162+28.0% | $72,985+147.5% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 27.55% | 111.85%-84.3pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $2,655 | $3,114-14.8% | $4,735-43.9% | $2,440+8.8% |
| Participant deferral / active EE | $11,372 | $5,418+109.9% | $6,709+69.5% | $3,607+215.2% |
| Admin fee / account holder | $9,564 | $5,958+60.5% | $10,261-6.8% | $5,124+86.6% |