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 | $187,468 | $117,983+58.9% | $101,794+84.2% | $142,382+31.7% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 18.73% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $9,675 | $2,773+248.9% | $2,289+322.7% | $4,299+125.1% |
| Participant deferral / active EE | $5,896 | $4,714+25.1% | $4,084+44.4% | $6,507-9.4% |
| Admin fee / account holder | $12,214 | $10,433+17.1% | $8,777+39.2% | $12,624-3.2% |