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 | $171,769 | $79,944+114.9% | $98,439+74.5% | $75,163+128.5% |
| Participation rate | 90.5% | 70.4%+20.1pp | 75.2%+15.3pp | 67.2%+23.3pp |
| Annual return | 17.18% | 19.75%-2.6pp | 21.16%-4.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $5,086 | $2,264+124.7% | $3,048+66.9% | $2,670+90.5% |
| Participant deferral / active EE | $8,387 | $3,752+123.5% | $4,738+77.0% | $4,125+103.3% |
| Admin fee / account holder | $6,689 | $6,840-2.2% | $8,948-25.2% | $5,651+18.4% |