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 | $162,977 | $76,552+112.9% | $123,892+31.5% | $62,891+159.1% |
| Participation rate | 98.0% | 73.0%+25.1pp | 81.4%+16.6pp | 69.3%+28.7pp |
| Annual return | 8.30% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,312 | $2,883+84.3% | $4,617+15.1% | $2,281+132.9% |
| Participant deferral / active EE | $6,698 | $4,840+38.4% | $5,984+11.9% | $3,203+109.1% |
| Admin fee / account holder | $21,298 | $4,826+341.4% | $8,357+154.9% | $4,296+395.8% |