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 | $168,104 | $77,899+115.8% | $149,673+12.3% | $75,163+123.7% |
| Participation rate | 97.5% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.3pp |
| Annual return | 14.23% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $6,082 | $3,137+93.9% | $4,818+26.3% | $2,670+127.8% |
| Participant deferral / active EE | $5,097 | $3,411+49.4% | $5,680-10.3% | $4,125+23.5% |
| Admin fee / account holder | $5,417 | $5,956-9.1% | $13,210-59.0% | $5,651-4.1% |