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 | $170,497 | $56,053+204.2% | $75,972+124.4% | $80,856+110.9% |
| Participation rate | 83.6% | 62.0%+21.6pp | 69.1%+14.6pp | 67.6%+16.0pp |
| Annual return | 11.21% | 20.53%-9.3pp | 359.55%-348.3pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,499 | $1,874+86.7% | $2,685+30.3% | $2,755+27.0% |
| Participant deferral / active EE | $7,657 | $3,052+150.9% | $4,255+79.9% | $4,296+78.2% |
| Admin fee / account holder | $8,699 | $5,234+66.2% | $6,467+34.5% | $6,918+25.7% |