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 3-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 | $165,274 | $77,899+112.2% | $149,673+10.4% | $75,163+119.9% |
| Participation rate | 90.6% | 65.6%+25.0pp | 78.8%+11.8pp | 67.2%+23.4pp |
| Annual return | 27.41% | 31.72%-4.3pp | 134.42%-107.0pp | 160.62%-133.2pp |
| Employer contribution / active EE | $5,300 | $3,137+68.9% | $4,818+10.0% | $2,670+98.5% |
| Participant deferral / active EE | $4,211 | $3,411+23.4% | $5,680-25.9% | $4,125+2.1% |
| Admin fee / account holder | $3,957 | $5,956-33.6% | $13,210-70.0% | $5,651-30.0% |