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 | $168,288 | $83,477+101.6% | $125,175+34.4% | $72,985+130.6% |
| Participation rate | 89.2% | 73.3%+15.9pp | 79.8%+9.4pp | 69.5%+19.7pp |
| Annual return | 17.70% | 25.78%-8.1pp | 43.79%-26.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $6,940 | $2,345+195.9% | $3,865+79.5% | $2,440+184.4% |
| Participant deferral / active EE | $1,750 | $3,585-51.2% | $4,937-64.5% | $3,607-51.5% |
| Admin fee / account holder | $2,722 | $5,517-50.7% | $9,702-71.9% | $5,124-46.9% |