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 | $156,208 | $109,413+42.8% | $156,2630% | $84,808+84.2% |
| Participation rate | 93.8% | 72.7%+21.2pp | 78.9%+14.9pp | 68.3%+25.5pp |
| Annual return | 13.74% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,482 | $2,907+54.2% | $4,333+3.4% | $2,631+70.3% |
| Participant deferral / active EE | $7,895 | $4,590+72.0% | $6,158+28.2% | $4,212+87.5% |
| Admin fee / account holder | $9,354 | $9,3570% | $14,255-34.4% | $7,344+27.4% |