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 | $184,279 | $98,750+86.6% | $149,696+23.1% | $79,858+130.8% |
| Participation rate | 98.9% | 75.8%+23.2pp | 82.5%+16.4pp | 69.6%+29.3pp |
| Annual return | 14.63% | 27.43%-12.8pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $5,811 | $3,216+80.7% | $4,644+25.1% | $2,471+135.2% |
| Participant deferral / active EE | $10,709 | $5,680+88.5% | $6,842+56.5% | $3,740+186.3% |
| Admin fee / account holder | $6,987 | $6,053+15.4% | $9,309-24.9% | $5,306+31.7% |