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 | $173,204 | $89,355+93.8% | $141,162+22.7% | $72,985+137.3% |
| Participation rate | 95.7% | 75.1%+20.5pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 20.09% | 111.85%-91.8pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,632 | $3,114+16.6% | $4,735-23.3% | $2,440+48.9% |
| Participant deferral / active EE | $9,875 | $5,418+82.3% | $6,709+47.2% | $3,607+173.7% |
| Admin fee / account holder | $7,223 | $5,958+21.2% | $10,261-29.6% | $5,124+41.0% |