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 | $165,728 | $95,803+73.0% | $113,168+46.4% | $84,808+95.4% |
| Participation rate | 95.7% | 72.9%+22.8pp | 76.6%+19.1pp | 68.3%+27.4pp |
| Annual return | 16.40% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $9,961 | $2,360+322.1% | $2,975+234.8% | $2,631+278.6% |
| Participant deferral / active EE | $8,238 | $4,242+94.2% | $5,107+61.3% | $4,212+95.6% |
| Admin fee / account holder | $19,880 | $8,989+121.2% | $12,068+64.7% | $7,344+170.7% |