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 | $165,822 | $93,571+77.2% | $135,903+22.0% | $75,163+120.6% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | 15.74% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $10,386 | $3,537+193.7% | $4,856+113.9% | $2,670+289.0% |
| Participant deferral / active EE | $5,829 | $6,404-9.0% | $7,758-24.9% | $4,125+41.3% |
| Admin fee / account holder | $12,354 | $6,975+77.1% | $10,762+14.8% | $5,651+118.6% |