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 | $181,226 | $109,881+64.9% | $150,045+20.8% | $84,808+113.7% |
| Participation rate | 76.7% | 76.1%+0.6pp | 82.3%-5.7pp | 68.3%+8.4pp |
| Annual return | 14.53% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,566 | $3,561+56.3% | $4,693+18.6% | $2,631+111.6% |
| Participant deferral / active EE | $11,682 | $6,636+76.0% | $7,997+46.1% | $4,212+177.4% |
| Admin fee / account holder | $23,306 | $8,568+172.0% | $13,435+73.5% | $7,344+217.4% |