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 | $169,039 | $76,552+120.8% | $123,892+36.4% | $62,891+168.8% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 7.32% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $6,500 | $2,883+125.5% | $4,617+40.8% | $2,281+185.0% |
| Participant deferral / active EE | $3,617 | $4,840-25.3% | $5,984-39.6% | $3,203+12.9% |
| Admin fee / account holder | $4,989 | $4,826+3.4% | $8,357-40.3% | $4,296+16.1% |