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 | $161,670 | $89,698+80.2% | $103,476+56.2% | $80,856+99.9% |
| Participation rate | 97.2% | 76.0%+21.3pp | 80.5%+16.7pp | 67.6%+29.6pp |
| Annual return | 15.82% | 22.78%-7.0pp | 23.90%-8.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $6,474 | $4,018+61.1% | $4,672+38.6% | $2,755+135.0% |
| Participant deferral / active EE | $7,976 | $5,456+46.2% | $6,623+20.4% | $4,296+85.7% |
| Admin fee / account holder | $25,070 | $6,768+270.4% | $9,413+166.3% | $6,918+262.4% |