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 | $166,844 | $51,638+223.1% | $68,368+144.0% | $82,448+102.4% |
| Participation rate | 92.0% | 63.6%+28.4pp | 73.8%+18.2pp | 68.1%+23.9pp |
| Annual return | 25.35% | 37.53%-12.2pp | 292.57%-267.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $6,366 | $2,047+211.1% | $2,649+140.3% | $2,551+149.6% |
| Participant deferral / active EE | $10,590 | $2,914+263.5% | $4,123+156.9% | $4,139+155.8% |
| Admin fee / account holder | $4,764 | $4,643+2.6% | $5,150-7.5% | $7,234-34.1% |