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 | $160,516 | $106,749+50.4% | $145,433+10.4% | $82,448+94.7% |
| Participation rate | 98.2% | 75.6%+22.6pp | 82.1%+16.1pp | 68.1%+30.1pp |
| Annual return | 16.36% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $4,870 | $3,444+41.4% | $4,554+6.9% | $2,551+90.9% |
| Participant deferral / active EE | $10,477 | $6,519+60.7% | $7,897+32.7% | $4,139+153.1% |
| Admin fee / account holder | $19,355 | $8,390+130.7% | $13,129+47.4% | $7,234+167.5% |