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 | $158,095 | $106,749+48.1% | $145,433+8.7% | $82,448+91.8% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 18.38% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $5,510 | $3,444+60.0% | $4,554+21.0% | $2,551+116.0% |
| Participant deferral / active EE | $19,067 | $6,519+192.5% | $7,897+141.4% | $4,139+360.6% |
| Admin fee / account holder | $8,820 | $8,390+5.1% | $13,129-32.8% | $7,234+21.9% |