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 | $177,059 | $80,968+118.7% | $96,544+83.4% | $75,163+135.6% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 22.82% | 27.06%-4.2pp | 25.84%-3.0pp | 160.62%-137.8pp |
| Employer contribution / active EE | $5,475 | $2,282+139.9% | $2,965+84.6% | $2,670+105.1% |
| Participant deferral / active EE | $4,966 | $3,928+26.4% | $4,851+2.4% | $4,125+20.4% |
| Admin fee / account holder | $2,802 | $6,724-58.3% | $8,252-66.0% | $5,651-50.4% |