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 | $123,550 | $72,277+70.9% | $101,248+22.0% | $79,858+54.7% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 15.86% | 22.30%-6.4pp | 46.47%-30.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $11,733 | $2,692+335.9% | $3,660+220.6% | $2,471+374.9% |
| Participant deferral / active EE | $2,036 | $3,282-38.0% | $4,370-53.4% | $3,740-45.6% |
| Admin fee / account holder | $11,476 | $4,400+160.8% | $5,945+93.0% | $5,306+116.3% |