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 | $178,431 | $76,552+133.1% | $123,892+44.0% | $62,891+183.7% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.4pp | 69.3%+28.5pp |
| Annual return | 8.85% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $7,695 | $2,883+167.0% | $4,617+66.7% | $2,281+237.4% |
| Participant deferral / active EE | $4,448 | $4,840-8.1% | $5,984-25.7% | $3,203+38.9% |
| Admin fee / account holder | $3,167 | $4,826-34.4% | $8,357-62.1% | $4,296-26.3% |