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 | $164,056 | $78,422+109.2% | $95,952+71.0% | $79,858+105.4% |
| Participation rate | 87.3% | 73.5%+13.8pp | 77.1%+10.2pp | 69.6%+17.6pp |
| Annual return | 15.03% | 19.37%-4.3pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,649 | $1,945+87.6% | $2,541+43.6% | $2,471+47.7% |
| Participant deferral / active EE | $5,701 | $3,440+65.7% | $4,167+36.8% | $3,740+52.4% |
| Admin fee / account holder | $2,532 | $5,622-55.0% | $6,795-62.7% | $5,306-52.3% |