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 | $172,341 | $106,749+61.4% | $145,433+18.5% | $82,448+109.0% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 15.25% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $6,023 | $3,444+74.8% | $4,554+32.2% | $2,551+136.1% |
| Participant deferral / active EE | $12,962 | $6,519+98.8% | $7,897+64.1% | $4,139+213.2% |
| Admin fee / account holder | $3,665 | $8,390-56.3% | $13,129-72.1% | $7,234-49.3% |