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 | $170,712 | $78,672+117.0% | $109,143+56.4% | $85,850+98.9% |
| Participation rate | 95.5% | 68.3%+27.2pp | 75.9%+19.6pp | 69.3%+26.2pp |
| Annual return | 15.34% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $12,320 | $2,735+350.5% | $3,722+231.0% | $2,565+380.3% |
| Participant deferral / active EE | $3,942 | $3,467+13.7% | $4,653-15.3% | $3,952-0.2% |
| Admin fee / account holder | $7,165 | $5,469+31.0% | $6,752+6.1% | $6,260+14.5% |