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 | $180,565 | $106,749+69.1% | $145,433+24.2% | $82,448+119.0% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 16.86% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $13,243 | $3,444+284.5% | $4,554+190.8% | $2,551+419.1% |
| Participant deferral / active EE | $18,381 | $6,519+182.0% | $7,897+132.7% | $4,139+344.1% |
| Admin fee / account holder | $24,165 | $8,390+188.0% | $13,129+84.1% | $7,234+234.0% |