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 | $148,169 | $95,453+55.2% | $112,040+32.2% | $82,448+79.7% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 18.58% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,648 | $2,318+100.5% | $2,954+57.3% | $2,551+82.2% |
| Participant deferral / active EE | $9,713 | $4,224+130.0% | $5,098+90.5% | $4,139+134.6% |
| Admin fee / account holder | $54,598 | $9,013+505.7% | $12,098+351.3% | $7,234+654.7% |