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 | $150,625 | $109,881+37.1% | $150,045+0.4% | $84,808+77.6% |
| Participation rate | 82.7% | 76.1%+6.6pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 17.62% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $6,308 | $3,561+77.1% | $4,693+34.4% | $2,631+139.8% |
| Participant deferral / active EE | $13,815 | $6,636+108.2% | $7,997+72.7% | $4,212+228.0% |
| Admin fee / account holder | $29,725 | $8,568+246.9% | $13,435+121.3% | $7,344+304.8% |