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 | $180,737 | $109,881+64.5% | $150,045+20.5% | $84,808+113.1% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 15.50% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $8,817 | $3,561+147.6% | $4,693+87.9% | $2,631+235.1% |
| Participant deferral / active EE | $7,742 | $6,636+16.7% | $7,997-3.2% | $4,212+83.8% |
| Admin fee / account holder | $7,084 | $8,568-17.3% | $13,435-47.3% | $7,344-3.5% |