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 | $147,232 | $54,762+168.9% | $90,281+63.1% | $72,985+101.7% |
| Participation rate | 89.1% | 65.1%+24.0pp | 73.3%+15.9pp | 69.5%+19.6pp |
| Annual return | 19.18% | 30.63%-11.5pp | 78.10%-58.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $5,170 | $2,092+147.1% | $2,854+81.1% | $2,440+111.9% |
| Participant deferral / active EE | $7,386 | $2,887+155.8% | $3,885+90.1% | $3,607+104.7% |
| Admin fee / account holder | $15,104 | $3,972+280.3% | $5,351+182.3% | $5,124+194.8% |