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 | $178,374 | $72,012+147.7% | $185,823-4.0% | $79,858+123.4% |
| Participation rate | 76.9% | 65.8%+11.2pp | 78.0%-1.1pp | 69.6%+7.3pp |
| Annual return | 13.09% | 23.12%-10.0pp | 35.95%-22.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $6,177 | $1,965+214.4% | $4,087+51.1% | $2,471+150.0% |
| Participant deferral / active EE | $6,606 | $3,779+74.8% | $5,632+17.3% | $3,740+76.6% |
| Admin fee / account holder | $44,476 | $4,513+885.6% | $9,500+368.2% | $5,306+738.2% |