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 | $181,314 | $84,233+115.3% | $170,442+6.4% | $70,131+158.5% |
| Participation rate | 96.3% | 70.8%+25.5pp | 83.6%+12.7pp | 69.5%+26.8pp |
| Annual return | 18.49% | 23.06%-4.6pp | 205.93%-187.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $7,365 | $3,387+117.4% | $5,433+35.6% | $2,342+214.4% |
| Participant deferral / active EE | $4,843 | $3,086+57.0% | $4,939-1.9% | $3,332+45.4% |
| Admin fee / account holder | $1,658 | $5,698-70.9% | $13,880-88.1% | $4,645-64.3% |