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 | $168,320 | $138,347+21.7% | $184,203-8.6% | $80,856+108.2% |
| Participation rate | 95.1% | 83.9%+11.2pp | 86.8%+8.2pp | 67.6%+27.4pp |
| Annual return | 16.62% | 20.02%-3.4pp | 28.81%-12.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $7,590 | $4,850+56.5% | $6,427+18.1% | $2,755+175.5% |
| Participant deferral / active EE | $12,480 | $7,071+76.5% | $9,131+36.7% | $4,296+190.5% |
| Admin fee / account holder | $53,402 | $10,483+409.4% | $13,901+284.2% | $6,918+671.9% |