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 | $198,943 | $99,985+99.0% | $146,665+35.6% | $85,850+131.7% |
| Participation rate | 98.6% | 73.1%+25.5pp | 80.1%+18.5pp | 69.3%+29.2pp |
| Annual return | 14.45% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $7,010 | $2,559+174.0% | $4,136+69.5% | $2,565+173.3% |
| Participant deferral / active EE | $5,636 | $4,006+40.7% | $5,506+2.4% | $3,952+42.6% |
| Admin fee / account holder | $12,475 | $7,702+62.0% | $10,280+21.4% | $6,260+99.3% |