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 | $168,811 | $98,750+70.9% | $149,696+12.8% | $79,858+111.4% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 12.43% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $10,541 | $3,216+227.7% | $4,644+127.0% | $2,471+326.6% |
| Participant deferral / active EE | $10,373 | $5,680+82.6% | $6,842+51.6% | $3,740+177.4% |
| Admin fee / account holder | $9,090 | $6,053+50.2% | $9,309-2.3% | $5,306+71.3% |