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 | $171,280 | $78,672+117.7% | $109,143+56.9% | $85,850+99.5% |
| Participation rate | 75.3% | 68.3%+7.0pp | 75.9%-0.6pp | 69.3%+6.0pp |
| Annual return | 12.25% | 25.09%-12.8pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $4,050 | $2,735+48.1% | $3,722+8.8% | $2,565+57.9% |
| Participant deferral / active EE | $7,475 | $3,467+115.6% | $4,653+60.6% | $3,952+89.2% |
| Admin fee / account holder | $14,942 | $5,469+173.2% | $6,752+121.3% | $6,260+138.7% |