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 | $168,708 | $109,881+53.5% | $150,045+12.4% | $84,808+98.9% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 14.43% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $8,657 | $3,561+143.1% | $4,693+84.5% | $2,631+229.1% |
| Participant deferral / active EE | $4,291 | $6,636-35.3% | $7,997-46.3% | $4,212+1.9% |
| Admin fee / account holder | $37,288 | $8,568+335.2% | $13,435+177.6% | $7,344+407.8% |