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 | $164,118 | $76,552+114.4% | $123,892+32.5% | $62,891+161.0% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.2pp | 69.3%+27.3pp |
| Annual return | 11.26% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $3,794 | $2,883+31.6% | $4,617-17.8% | $2,281+66.3% |
| Participant deferral / active EE | $8,123 | $4,840+67.8% | $5,984+35.7% | $3,203+153.6% |
| Admin fee / account holder | $1,463 | $4,826-69.7% | $8,357-82.5% | $4,296-65.9% |