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 | $162,444 | $78,672+106.5% | $109,143+48.8% | $85,850+89.2% |
| Participation rate | 94.3% | 68.3%+26.0pp | 75.9%+18.4pp | 69.3%+25.0pp |
| Annual return | 18.00% | 25.09%-7.1pp | 25.75%-7.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $8,505 | $2,735+211.0% | $3,722+128.5% | $2,565+231.6% |
| Participant deferral / active EE | $3,766 | $3,467+8.6% | $4,653-19.1% | $3,952-4.7% |
| Admin fee / account holder | $4,903 | $5,469-10.3% | $6,752-27.4% | $6,260-21.7% |