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 | $147,491 | $84,556+74.4% | $116,228+26.9% | $74,304+98.5% |
| Participation rate | 79.0% | 66.0%+13.0pp | 74.6%+4.4pp | 60.3%+18.7pp |
| Annual return | 17.70% | 18.35%-0.7pp | 90.06%-72.4pp | 29.43%-11.7pp |
| Employer contribution / active EE | $12,511 | $2,168+477.2% | $2,994+317.8% | $2,241+458.2% |
| Participant deferral / active EE | $6,258 | $3,814+64.1% | $4,953+26.3% | $3,767+66.1% |
| Admin fee / account holder | $12,443 | $3,792+228.2% | $11,989+3.8% | $2,969+319.1% |