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 | $172,864 | $78,672+119.7% | $109,143+58.4% | $85,850+101.4% |
| Participation rate | 85.1% | 68.3%+16.9pp | 75.9%+9.3pp | 69.3%+15.8pp |
| Annual return | 31.34% | 25.09%+6.3pp | 25.75%+5.6pp | 318.53%-287.2pp |
| Employer contribution / active EE | $3,325 | $2,735+21.6% | $3,722-10.7% | $2,565+29.6% |
| Participant deferral / active EE | $5,478 | $3,467+58.0% | $4,653+17.7% | $3,952+38.6% |
| Admin fee / account holder | $21,128 | $5,469+286.3% | $6,752+212.9% | $6,260+237.5% |