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 | $161,608 | $76,407+111.5% | $150,298+7.5% | $82,448+96.0% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.1pp | 68.1%+25.8pp |
| Annual return | 16.04% | 39.99%-24.0pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $5,289 | $2,614+102.3% | $4,154+27.3% | $2,551+107.3% |
| Participant deferral / active EE | $5,375 | $3,214+67.2% | $5,453-1.4% | $4,139+29.8% |
| Admin fee / account holder | $1,073 | $6,352-83.1% | $14,116-92.4% | $7,234-85.2% |