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 | $177,614 | $98,750+79.9% | $149,696+18.6% | $79,858+122.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 15.54% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,822 | $3,216-12.3% | $4,644-39.2% | $2,471+14.2% |
| Participant deferral / active EE | $7,632 | $5,680+34.4% | $6,842+11.6% | $3,740+104.1% |
| Admin fee / account holder | $3,469 | $6,053-42.7% | $9,309-62.7% | $5,306-34.6% |