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 | $180,235 | $103,966+73.4% | $112,887+59.7% | $75,163+139.8% |
| Participation rate | 96.9% | 75.7%+21.3pp | 80.5%+16.4pp | 67.2%+29.7pp |
| Annual return | 21.30% | 24.54%-3.2pp | 34.10%-12.8pp | 160.62%-139.3pp |
| Employer contribution / active EE | $6,921 | $3,870+78.8% | $4,563+51.7% | $2,670+159.2% |
| Participant deferral / active EE | $10,044 | $5,456+84.1% | $6,513+54.2% | $4,125+143.5% |
| Admin fee / account holder | $5,291 | $7,663-31.0% | $7,047-24.9% | $5,651-6.4% |