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 | $174,716 | $86,929+101.0% | $102,423+70.6% | $80,856+116.1% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 13.18% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,362 | $2,369+84.1% | $3,023+44.3% | $2,755+58.3% |
| Participant deferral / active EE | $9,117 | $4,118+121.4% | $5,053+80.4% | $4,296+112.2% |
| Admin fee / account holder | $374 | $8,049-95.4% | $9,451-96.0% | $6,918-94.6% |