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 | $141,833 | $109,881+29.1% | $150,045-5.5% | $84,808+67.2% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 18.34% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $10,139 | $3,561+184.7% | $4,693+116.0% | $2,631+285.4% |
| Participant deferral / active EE | $14,936 | $6,636+125.1% | $7,997+86.8% | $4,212+254.6% |
| Admin fee / account holder | $17,509 | $8,568+104.4% | $13,435+30.3% | $7,344+138.4% |