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 | $183,400 | $77,899+135.4% | $149,673+22.5% | $75,163+144.0% |
| Participation rate | 98.2% | 65.6%+32.7pp | 78.8%+19.5pp | 67.2%+31.1pp |
| Annual return | 16.83% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $6,915 | $3,137+120.4% | $4,818+43.5% | $2,670+159.0% |
| Participant deferral / active EE | $5,440 | $3,411+59.5% | $5,680-4.2% | $4,125+31.9% |
| Admin fee / account holder | $2,224 | $5,956-62.7% | $13,210-83.2% | $5,651-60.7% |