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 7-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 | $140,846 | $106,749+31.9% | $145,433-3.2% | $82,448+70.8% |
| Participation rate | 84.4% | 75.6%+8.7pp | 82.1%+2.3pp | 68.1%+16.3pp |
| Annual return | 16.13% | 27.59%-11.5pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $11,880 | $3,444+244.9% | $4,554+160.8% | $2,551+365.7% |
| Participant deferral / active EE | $13,748 | $6,519+110.9% | $7,897+74.1% | $4,139+232.1% |
| Admin fee / account holder | $16,615 | $8,390+98.0% | $13,129+26.6% | $7,234+129.7% |