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 | $154,296 | $86,286+78.8% | $111,297+38.6% | $85,850+79.7% |
| Participation rate | 94.4% | 73.3%+21.0pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 13.84% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $645 | $2,043-68.4% | $2,731-76.4% | $2,565-74.9% |
| Participant deferral / active EE | $7,036 | $3,641+93.3% | $4,487+56.8% | $3,952+78.0% |
| Admin fee / account holder | $11,622 | $8,188+41.9% | $7,964+45.9% | $6,260+85.7% |