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 | $177,983 | $109,881+62.0% | $150,045+18.6% | $84,808+109.9% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 15.85% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $8,876 | $3,561+149.2% | $4,693+89.1% | $2,631+237.4% |
| Participant deferral / active EE | $7,225 | $6,636+8.9% | $7,997-9.7% | $4,212+71.5% |
| Admin fee / account holder | $11,846 | $8,568+38.3% | $13,435-11.8% | $7,344+61.3% |