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 | $155,012 | $109,881+41.1% | $150,045+3.3% | $84,808+82.8% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 17.71% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $6,169 | $3,561+73.2% | $4,693+31.4% | $2,631+134.5% |
| Participant deferral / active EE | $15,359 | $6,636+131.5% | $7,997+92.1% | $4,212+264.7% |
| Admin fee / account holder | $27,147 | $8,568+216.8% | $13,435+102.1% | $7,344+269.7% |