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 | $186,679 | $109,881+69.9% | $150,045+24.4% | $84,808+120.1% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 16.50% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $8,311 | $3,561+133.4% | $4,693+77.1% | $2,631+215.9% |
| Participant deferral / active EE | $7,634 | $6,636+15.0% | $7,997-4.5% | $4,212+81.3% |
| Admin fee / account holder | $29,201 | $8,568+240.8% | $13,435+117.4% | $7,344+297.6% |