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 | $161,315 | $56,972+183.1% | $182,532-11.6% | $65,185+147.5% |
| Participation rate | 75.0% | 66.5%+8.5pp | 78.0%-3.0pp | 70.2%+4.8pp |
| Annual return | 25.05% | 27.67%-2.6pp | 148.54%-123.5pp | 29.38%-4.3pp |
| Employer contribution / active EE | $4,818 | $1,615+198.4% | $4,076+18.2% | $2,177+121.4% |
| Participant deferral / active EE | $8,155 | $3,526+131.3% | $5,524+47.6% | $3,514+132.1% |
| Admin fee / account holder | $7,975 | $528+1410.9% | $8,592-7.2% | $847+841.5% |