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 | $161,267 | $86,286+86.9% | $111,297+44.9% | $85,850+87.8% |
| Participation rate | 93.5% | 73.3%+20.2pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 16.75% | 19.99%-3.2pp | 54.65%-37.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $5,673 | $2,043+177.7% | $2,731+107.7% | $2,565+121.2% |
| Participant deferral / active EE | $8,194 | $3,641+125.1% | $4,487+82.6% | $3,952+107.4% |
| Admin fee / account holder | $6,143 | $8,188-25.0% | $7,964-22.9% | $6,260-1.9% |