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 | $170,615 | $93,571+82.3% | $135,903+25.5% | $75,163+127.0% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 18.19% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $9,866 | $3,537+179.0% | $4,856+103.2% | $2,670+269.5% |
| Participant deferral / active EE | $7,569 | $6,404+18.2% | $7,758-2.4% | $4,125+83.5% |
| Admin fee / account holder | $12,423 | $6,975+78.1% | $10,762+15.4% | $5,651+119.8% |