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 | $163,943 | $76,552+114.2% | $123,892+32.3% | $62,891+160.7% |
| Participation rate | 88.2% | 73.0%+15.3pp | 81.4%+6.8pp | 69.3%+18.9pp |
| Annual return | 7.39% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $7,494 | $2,883+160.0% | $4,617+62.3% | $2,281+228.6% |
| Participant deferral / active EE | $6,664 | $4,840+37.7% | $5,984+11.4% | $3,203+108.1% |
| Admin fee / account holder | $1,210 | $4,826-74.9% | $8,357-85.5% | $4,296-71.8% |