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 | $169,846 | $72,277+135.0% | $101,248+67.8% | $79,858+112.7% |
| Participation rate | 82.2% | 68.5%+13.8pp | 75.8%+6.4pp | 69.6%+12.6pp |
| Annual return | 19.52% | 22.30%-2.8pp | 46.47%-27.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,115 | $2,692+15.7% | $3,660-14.9% | $2,471+26.1% |
| Participant deferral / active EE | $9,269 | $3,282+182.4% | $4,370+112.1% | $3,740+147.8% |
| Admin fee / account holder | $7,430 | $4,400+68.9% | $5,945+25.0% | $5,306+40.0% |