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 | $155,360 | $106,749+45.5% | $145,433+6.8% | $82,448+88.4% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 20.72% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $6,637 | $3,444+92.7% | $4,554+45.7% | $2,551+160.2% |
| Participant deferral / active EE | $17,883 | $6,519+174.3% | $7,897+126.4% | $4,139+332.0% |
| Admin fee / account holder | $10,261 | $8,390+22.3% | $13,129-21.8% | $7,234+41.8% |