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 7-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 | $181,388 | $100,326+80.8% | $180,183+0.7% | $84,808+113.9% |
| Participation rate | 98.4% | 71.0%+27.4pp | 77.4%+21.0pp | 68.3%+30.1pp |
| Annual return | 18.13% | 17.86%+0.3pp | 27.86%-9.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $5,561 | $3,269+70.1% | $5,039+10.4% | $2,631+111.4% |
| Participant deferral / active EE | $10,215 | $5,066+101.6% | $6,822+49.7% | $4,212+142.6% |
| Admin fee / account holder | $2,107 | $9,674-78.2% | $19,975-89.5% | $7,344-71.3% |