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 | $182,214 | $106,749+70.7% | $145,433+25.3% | $82,448+121.0% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 24.29% | 27.59%-3.3pp | 66.58%-42.3pp | 41.64%-17.3pp |
| Employer contribution / active EE | $5,561 | $3,444+61.5% | $4,554+22.1% | $2,551+118.0% |
| Participant deferral / active EE | $14,579 | $6,519+123.7% | $7,897+84.6% | $4,139+252.2% |
| Admin fee / account holder | $507 | $8,390-94.0% | $13,129-96.1% | $7,234-93.0% |