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 | $151,253 | $109,881+37.7% | $150,045+0.8% | $84,808+78.3% |
| Participation rate | 78.0% | 76.1%+1.9pp | 82.3%-4.3pp | 68.3%+9.7pp |
| Annual return | 26.54% | 28.25%-1.7pp | 62.55%-36.0pp | 40.90%-14.4pp |
| Employer contribution / active EE | $8,107 | $3,561+127.6% | $4,693+72.7% | $2,631+208.1% |
| Participant deferral / active EE | $14,652 | $6,636+120.8% | $7,997+83.2% | $4,212+247.9% |
| Admin fee / account holder | $9,016 | $8,568+5.2% | $13,435-32.9% | $7,344+22.8% |