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 | $171,367 | $106,749+60.5% | $145,433+17.8% | $82,448+107.8% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 16.22% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $7,815 | $3,444+126.9% | $4,554+71.6% | $2,551+206.4% |
| Participant deferral / active EE | $16,565 | $6,519+154.1% | $7,897+109.8% | $4,139+300.2% |
| Admin fee / account holder | $6,835 | $8,390-18.5% | $13,129-47.9% | $7,234-5.5% |