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 | $161,665 | $78,422+106.1% | $95,952+68.5% | $79,858+102.4% |
| Participation rate | 92.1% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.5pp |
| Annual return | 16.07% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,376 | $1,945+22.1% | $2,541-6.5% | $2,471-3.8% |
| Participant deferral / active EE | $4,681 | $3,440+36.1% | $4,167+12.3% | $3,740+25.2% |
| Admin fee / account holder | $7,982 | $5,622+42.0% | $6,795+17.5% | $5,306+50.4% |