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 | $155,775 | $52,639+195.9% | $185,117-15.9% | $62,292+150.1% |
| Participation rate | 90.6% | 63.9%+26.7pp | 77.3%+13.3pp | 69.5%+21.1pp |
| Annual return | 18.68% | 19.57%-0.9pp | 40.50%-21.8pp | 28.90%-10.2pp |
| Employer contribution / active EE | $4,977 | $1,483+235.7% | $4,182+19.0% | $2,042+143.7% |
| Participant deferral / active EE | $9,247 | $3,097+198.6% | $5,045+83.3% | $3,169+191.8% |
| Admin fee / account holder | $6,276 | $374+1579.6% | $8,159-23.1% | $479+1209.2% |