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 | $132,314 | $109,881+20.4% | $150,045-11.8% | $84,808+56.0% |
| Participation rate | 70.1% | 76.1%-5.9pp | 82.3%-12.2pp | 68.3%+1.8pp |
| Annual return | 15.63% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,268 | $3,561+47.9% | $4,693+12.3% | $2,631+100.2% |
| Participant deferral / active EE | $13,330 | $6,636+100.9% | $7,997+66.7% | $4,212+216.5% |
| Admin fee / account holder | $21,713 | $8,568+153.4% | $13,435+61.6% | $7,344+195.7% |