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 | $178,883 | $94,031+90.2% | $115,768+54.5% | $82,448+117.0% |
| Participation rate | 93.1% | 70.4%+22.6pp | 74.4%+18.7pp | 68.1%+25.0pp |
| Annual return | 18.06% | 20.61%-2.5pp | 100.46%-82.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,109 | $2,323-9.2% | $2,940-28.3% | $2,551-17.3% |
| Participant deferral / active EE | $7,373 | $3,972+85.6% | $4,917+49.9% | $4,139+78.1% |
| Admin fee / account holder | $17,404 | $10,249+69.8% | $12,439+39.9% | $7,234+140.6% |