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 | $181,860 | $83,477+117.9% | $125,175+45.3% | $72,985+149.2% |
| Participation rate | 83.6% | 73.3%+10.3pp | 79.8%+3.8pp | 69.5%+14.1pp |
| Annual return | 22.54% | 25.78%-3.2pp | 43.79%-21.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $13,947 | $2,345+494.7% | $3,865+260.8% | $2,440+471.6% |
| Participant deferral / active EE | $5,682 | $3,585+58.5% | $4,937+15.1% | $3,607+57.5% |
| Admin fee / account holder | $14,453 | $5,517+161.9% | $9,702+49.0% | $5,124+182.0% |