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 | $153,876 | $86,929+77.0% | $102,423+50.2% | $80,856+90.3% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.6%+29.7pp |
| Annual return | 14.04% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,169 | $2,369+118.1% | $3,023+71.0% | $2,755+87.6% |
| Participant deferral / active EE | $9,388 | $4,118+128.0% | $5,053+85.8% | $4,296+118.5% |
| Admin fee / account holder | $19,076 | $8,049+137.0% | $9,451+101.8% | $6,918+175.7% |