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 | $161,327 | $100,326+60.8% | $180,183-10.5% | $84,808+90.2% |
| Participation rate | 93.6% | 71.0%+22.6pp | 77.4%+16.2pp | 68.3%+25.3pp |
| Annual return | 18.61% | 17.86%+0.8pp | 27.86%-9.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,653 | $3,269+42.3% | $5,039-7.7% | $2,631+76.9% |
| Participant deferral / active EE | $8,058 | $5,066+59.1% | $6,822+18.1% | $4,212+91.3% |
| Admin fee / account holder | $10,436 | $9,674+7.9% | $19,975-47.8% | $7,344+42.1% |