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 | $208,928 | $123,793+68.8% | $177,821+17.5% | $79,858+161.6% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.7%+9.3pp | 69.6%+27.4pp |
| Annual return | 13.85% | 22.82%-9.0pp | 48.32%-34.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,712 | $4,095+39.5% | $5,918-3.5% | $2,471+131.2% |
| Participant deferral / active EE | $13,005 | $5,956+118.3% | $7,714+68.6% | $3,740+247.7% |
| Admin fee / account holder | $18,191 | $7,243+151.2% | $12,427+46.4% | $5,306+242.8% |