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 | $178,356 | $81,248+119.5% | $155,509+14.7% | $80,856+120.6% |
| Participation rate | 86.3% | 66.2%+20.0pp | 78.2%+8.1pp | 67.6%+18.6pp |
| Annual return | 14.49% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,180 | $3,100+34.8% | $4,672-10.5% | $2,755+51.7% |
| Participant deferral / active EE | $9,700 | $3,452+181.0% | $5,626+72.4% | $4,296+125.8% |
| Admin fee / account holder | $8,475 | $7,997+6.0% | $15,912-46.7% | $6,918+22.5% |