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 | $142,409 | $99,985+42.4% | $146,665-2.9% | $85,850+65.9% |
| Participation rate | 96.9% | 73.1%+23.8pp | 80.1%+16.8pp | 69.3%+27.6pp |
| Annual return | 13.46% | 18.93%-5.5pp | 22.74%-9.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $13,289 | $2,559+419.4% | $4,136+221.3% | $2,565+418.1% |
| Participant deferral / active EE | $6,508 | $4,006+62.5% | $5,506+18.2% | $3,952+64.7% |
| Admin fee / account holder | $15,350 | $7,702+99.3% | $10,280+49.3% | $6,260+145.2% |