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 | $161,913 | $117,841+37.4% | $102,423+58.1% | $145,922+11.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 21.18% | 31.65%-10.5pp | 29.32%-8.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $4,155 | $3,615+14.9% | $3,023+37.4% | $4,660-10.8% |
| Participant deferral / active EE | $10,163 | $5,731+77.3% | $5,053+101.1% | $6,688+52.0% |
| Admin fee / account holder | $70,253 | $13,326+427.2% | $9,451+643.4% | $13,397+424.4% |