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 | $162,277 | $69,362+134.0% | $101,248+60.3% | $73,488+120.8% |
| Participation rate | 94.2% | 68.4%+25.8pp | 75.8%+18.4pp | 70.7%+23.5pp |
| Annual return | 13.13% | 18.46%-5.3pp | 46.47%-33.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $4,465 | $2,628+69.9% | $3,660+22.0% | $2,270+96.7% |
| Participant deferral / active EE | $8,745 | $3,300+165.0% | $4,370+100.1% | $3,740+133.9% |
| Admin fee / account holder | $6,523 | $704+827.1% | $5,945+9.7% | $513+1171.3% |