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 | $170,441 | $87,733+94.3% | $106,548+60.0% | $85,850+98.5% |
| Participation rate | 90.0% | 71.9%+18.1pp | 76.1%+13.9pp | 69.3%+20.7pp |
| Annual return | 15.28% | 21.86%-6.6pp | 26.80%-11.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $9,278 | $2,073+347.6% | $2,819+229.1% | $2,565+261.7% |
| Participant deferral / active EE | $21,100 | $3,469+508.2% | $4,398+379.8% | $3,952+433.9% |
| Admin fee / account holder | $17,794 | $6,767+162.9% | $7,407+140.2% | $6,260+184.2% |