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 | $182,496 | $95,453+91.2% | $112,040+62.9% | $82,448+121.3% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.5%+21.7pp | 68.1%+30.1pp |
| Annual return | 17.01% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,659 | $2,318+101.0% | $2,954+57.7% | $2,551+82.6% |
| Participant deferral / active EE | $8,946 | $4,224+111.8% | $5,098+75.5% | $4,139+116.1% |
| Admin fee / account holder | $16,679 | $9,013+85.0% | $12,098+37.9% | $7,234+130.6% |