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 | $163,084 | $76,552+113.0% | $123,892+31.6% | $62,891+159.3% |
| Participation rate | 97.9% | 73.0%+24.9pp | 81.4%+16.5pp | 69.3%+28.6pp |
| Annual return | 7.05% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,411 | $2,883+53.0% | $4,617-4.5% | $2,281+93.4% |
| Participant deferral / active EE | $11,338 | $4,840+134.3% | $5,984+89.5% | $3,203+254.0% |
| Admin fee / account holder | $5,252 | $4,826+8.8% | $8,357-37.2% | $4,296+22.3% |