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 | $183,511 | $123,793+48.2% | $177,821+3.2% | $79,858+129.8% |
| Participation rate | 97.2% | 84.7%+12.6pp | 87.7%+9.5pp | 69.6%+27.6pp |
| Annual return | 11.41% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $6,007 | $4,095+46.7% | $5,918+1.5% | $2,471+143.1% |
| Participant deferral / active EE | $4,959 | $5,956-16.7% | $7,714-35.7% | $3,740+32.6% |
| Admin fee / account holder | $26,163 | $7,243+261.2% | $12,427+110.5% | $5,306+393.1% |