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 | $175,245 | $95,453+83.6% | $112,040+56.4% | $82,448+112.6% |
| Participation rate | 94.1% | 72.8%+21.4pp | 76.5%+17.6pp | 68.1%+26.0pp |
| Annual return | 20.63% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $3,769 | $2,318+62.6% | $2,954+27.6% | $2,551+47.8% |
| Participant deferral / active EE | $8,568 | $4,224+102.9% | $5,098+68.1% | $4,139+107.0% |
| Admin fee / account holder | $8,279 | $9,013-8.1% | $12,098-31.6% | $7,234+14.4% |