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 | $158,111 | $214,378-26.2% | $200,582-21.2% | $142,382+11.0% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 12.19% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $9,276 | $6,841+35.6% | $6,419+44.5% | $4,299+115.8% |
| Participant deferral / active EE | $15,286 | $9,865+55.0% | $9,331+63.8% | $6,507+134.9% |
| Admin fee / account holder | $43,791 | $17,692+147.5% | $16,305+168.6% | $12,624+246.9% |