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 | $165,465 | $87,841+88.4% | $133,980+23.5% | $62,891+163.1% |
| Participation rate | 82.5% | 83.4%-0.8pp | 87.1%-4.5pp | 69.3%+13.2pp |
| Annual return | 8.92% | 12.05%-3.1pp | 29.30%-20.4pp | 20.14%-11.2pp |
| Employer contribution / active EE | $8,683 | $3,483+149.3% | $5,211+66.6% | $2,281+280.7% |
| Participant deferral / active EE | $12,307 | $4,812+155.7% | $6,282+95.9% | $3,203+284.2% |
| Admin fee / account holder | $18,457 | $5,371+243.6% | $9,324+97.9% | $4,296+329.7% |