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 | $173,179 | $79,944+116.6% | $98,439+75.9% | $75,163+130.4% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.2%+10.6pp | 67.2%+18.5pp |
| Annual return | 17.22% | 19.75%-2.5pp | 21.16%-3.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,398 | $2,264+5.9% | $3,048-21.3% | $2,670-10.2% |
| Participant deferral / active EE | $5,367 | $3,752+43.0% | $4,738+13.3% | $4,125+30.1% |
| Admin fee / account holder | $12,885 | $6,840+88.4% | $8,948+44.0% | $5,651+128.0% |