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 | $161,465 | $81,460+98.2% | $103,333+56.3% | $80,856+99.7% |
| Participation rate | 83.8% | 66.8%+16.9pp | 74.5%+9.3pp | 67.6%+16.1pp |
| Annual return | 18.55% | 25.55%-7.0pp | 24.88%-6.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,732 | $3,105+20.2% | $3,868-3.5% | $2,755+35.5% |
| Participant deferral / active EE | $10,835 | $3,869+180.1% | $5,057+114.2% | $4,296+152.2% |
| Admin fee / account holder | $14,435 | $6,566+119.8% | $8,355+72.8% | $6,918+108.7% |