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 | $155,823 | $109,881+41.8% | $150,045+3.9% | $84,808+83.7% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 27.08% | 28.25%-1.2pp | 62.55%-35.5pp | 40.90%-13.8pp |
| Employer contribution / active EE | $6,595 | $3,561+85.2% | $4,693+40.5% | $2,631+150.7% |
| Participant deferral / active EE | $8,878 | $6,636+33.8% | $7,997+11.0% | $4,212+110.8% |
| Admin fee / account holder | $12,199 | $8,568+42.4% | $13,435-9.2% | $7,344+66.1% |