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 | $181,396 | $77,813+133.1% | $123,544+46.8% | $64,186+182.6% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | 8.84% | 12.48%-3.6pp | 119.20%-110.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $8,665 | $3,014+187.5% | $4,628+87.2% | $2,381+263.9% |
| Participant deferral / active EE | $10,582 | $5,240+101.9% | $6,426+64.7% | $3,470+205.0% |
| Admin fee / account holder | $1,135 | $5,519-79.4% | $9,284-87.8% | $4,888-76.8% |