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 | $162,531 | $72,012+125.7% | $185,823-12.5% | $79,858+103.5% |
| Participation rate | 93.9% | 65.8%+28.2pp | 78.0%+15.9pp | 69.6%+24.3pp |
| Annual return | 17.78% | 23.12%-5.3pp | 35.95%-18.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,057 | $1,965+55.6% | $4,087-25.2% | $2,471+23.7% |
| Participant deferral / active EE | $9,043 | $3,779+139.3% | $5,632+60.6% | $3,740+141.8% |
| Admin fee / account holder | $3,165 | $4,513-29.9% | $9,500-66.7% | $5,306-40.4% |