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 | $106,749+32.9% | $145,433-2.5% | $82,448+72.0% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 18.34% | 27.59%-9.3pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $10,139 | $3,444+194.4% | $4,554+122.6% | $2,551+297.5% |
| Participant deferral / active EE | $14,936 | $6,519+129.1% | $7,897+89.1% | $4,139+260.8% |
| Admin fee / account holder | $17,509 | $8,390+108.7% | $13,129+33.4% | $7,234+142.0% |