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 | $158,057 | $89,355+76.9% | $141,162+12.0% | $72,985+116.6% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 22.20% | 111.85%-89.6pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,598 | $3,114+15.5% | $4,735-24.0% | $2,440+47.5% |
| Participant deferral / active EE | $9,677 | $5,418+78.6% | $6,709+44.2% | $3,607+168.2% |
| Admin fee / account holder | $16,315 | $5,958+173.8% | $10,261+59.0% | $5,124+218.4% |