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 | $192,936 | $76,552+152.0% | $123,892+55.7% | $62,891+206.8% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 9.36% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $9,766 | $2,883+238.8% | $4,617+111.5% | $2,281+328.2% |
| Participant deferral / active EE | $10,308 | $4,840+113.0% | $5,984+72.3% | $3,203+221.8% |
| Admin fee / account holder | $6,050 | $4,826+25.4% | $8,357-27.6% | $4,296+40.8% |