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 | $145,251 | $81,460+78.3% | $103,333+40.6% | $80,856+79.6% |
| Participation rate | 82.7% | 66.8%+15.8pp | 74.5%+8.2pp | 67.6%+15.1pp |
| Annual return | 15.39% | 25.55%-10.2pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,717 | $3,105+51.9% | $3,868+21.9% | $2,755+71.2% |
| Participant deferral / active EE | $5,716 | $3,869+47.7% | $5,057+13.0% | $4,296+33.1% |
| Admin fee / account holder | $14,231 | $6,566+116.7% | $8,355+70.3% | $6,918+105.7% |