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 | $178,022 | $87,870+102.6% | $113,168+57.3% | $74,304+139.6% |
| Participation rate | 94.5% | 70.7%+23.7pp | 76.6%+17.9pp | 60.3%+34.1pp |
| Annual return | 17.62% | 26.44%-8.8pp | 24.27%-6.6pp | 29.43%-11.8pp |
| Employer contribution / active EE | $4,587 | $2,277+101.5% | $2,975+54.2% | $2,241+104.7% |
| Participant deferral / active EE | $6,164 | $4,241+45.3% | $5,107+20.7% | $3,767+63.6% |
| Admin fee / account holder | $13,282 | $3,368+294.4% | $12,068+10.1% | $2,969+347.4% |