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 | $115,272 | $56,054+105.6% | $171,082-32.6% | $62,891+83.3% |
| Participation rate | 97.5% | 62.9%+34.6pp | 76.7%+20.8pp | 69.3%+28.2pp |
| Annual return | 11.64% | 22.52%-10.9pp | 32.56%-20.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $4,949 | $1,731+185.9% | $4,002+23.7% | $2,281+117.0% |
| Participant deferral / active EE | $9,437 | $3,158+198.8% | $4,797+96.7% | $3,203+194.6% |
| Admin fee / account holder | $605 | $3,647-83.4% | $8,520-92.9% | $4,296-85.9% |