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 | $183,878 | $80,673+127.9% | $101,326+81.5% | $84,808+116.8% |
| Participation rate | 96.6% | 77.8%+18.8pp | 81.5%+15.1pp | 68.3%+28.3pp |
| Annual return | 17.31% | 38.95%-21.6pp | 36.82%-19.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $7,023 | $2,698+160.3% | $3,665+91.6% | $2,631+166.9% |
| Participant deferral / active EE | $7,762 | $6,840+13.5% | $7,994-2.9% | $4,212+84.3% |
| Admin fee / account holder | $5,812 | $12,784-54.5% | $11,185-48.0% | $7,344-20.9% |