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 | $167,243 | $106,749+56.7% | $145,433+15.0% | $82,448+102.8% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.4pp |
| Annual return | 15.65% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,986 | $3,444+44.8% | $4,554+9.5% | $2,551+95.5% |
| Participant deferral / active EE | $11,943 | $6,519+83.2% | $7,897+51.2% | $4,139+188.5% |
| Admin fee / account holder | $10,208 | $8,390+21.7% | $13,129-22.3% | $7,234+41.1% |