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 | $155,755 | $76,552+103.5% | $123,892+25.7% | $62,891+147.7% |
| Participation rate | 93.6% | 73.0%+20.6pp | 81.4%+12.2pp | 69.3%+24.3pp |
| Annual return | 9.62% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,324 | $2,883+50.0% | $4,617-6.3% | $2,281+89.6% |
| Participant deferral / active EE | $8,247 | $4,840+70.4% | $5,984+37.8% | $3,203+157.5% |
| Admin fee / account holder | $2,284 | $4,826-52.7% | $8,357-72.7% | $4,296-46.8% |