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 | $161,276 | $109,881+46.8% | $150,045+7.5% | $84,808+90.2% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 18.54% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $23,778 | $3,561+567.7% | $4,693+406.7% | $2,631+803.8% |
| Participant deferral / active EE | $13,953 | $6,636+110.3% | $7,997+74.5% | $4,212+231.3% |
| Admin fee / account holder | $8,394 | $8,568-2.0% | $13,435-37.5% | $7,344+14.3% |