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 | $168,344 | $60,022+180.5% | $88,946+89.3% | $84,808+98.5% |
| Participation rate | 90.0% | 57.8%+32.2pp | 68.8%+21.2pp | 68.3%+21.7pp |
| Annual return | 14.21% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,813 | $1,703+182.7% | $2,555+88.4% | $2,631+82.9% |
| Participant deferral / active EE | $9,955 | $3,114+219.7% | $4,581+117.3% | $4,212+136.4% |
| Admin fee / account holder | $7,933 | $4,811+64.9% | $8,261-4.0% | $7,344+8.0% |