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 | $163,143 | $109,881+48.5% | $150,045+8.7% | $84,808+92.4% |
| Participation rate | 94.7% | 76.1%+18.6pp | 82.3%+12.3pp | 68.3%+26.4pp |
| Annual return | 17.90% | 28.25%-10.3pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $8,105 | $3,561+127.6% | $4,693+72.7% | $2,631+208.1% |
| Participant deferral / active EE | $14,199 | $6,636+114.0% | $7,997+77.6% | $4,212+237.1% |
| Admin fee / account holder | $10,872 | $8,568+26.9% | $13,435-19.1% | $7,344+48.0% |