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 | $144,535 | $109,881+31.5% | $150,045-3.7% | $84,808+70.4% |
| Participation rate | 92.6% | 76.1%+16.6pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 19.50% | 28.25%-8.7pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $6,785 | $3,561+90.5% | $4,693+44.6% | $2,631+157.9% |
| Participant deferral / active EE | $18,431 | $6,636+177.7% | $7,997+130.5% | $4,212+337.6% |
| Admin fee / account holder | $18,910 | $8,568+120.7% | $13,435+40.8% | $7,344+157.5% |