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 | $184,942 | $81,248+127.6% | $155,509+18.9% | $80,856+128.7% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.7pp | 67.6%+17.2pp |
| Annual return | 15.68% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,239 | $3,100+101.2% | $4,672+33.5% | $2,755+126.5% |
| Participant deferral / active EE | $20,003 | $3,452+479.5% | $5,626+255.5% | $4,296+365.6% |
| Admin fee / account holder | $8,704 | $7,997+8.8% | $15,912-45.3% | $6,918+25.8% |