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 | $122,247 | $109,881+11.3% | $150,045-18.5% | $84,808+44.1% |
| Participation rate | 84.5% | 76.1%+8.4pp | 82.3%+2.2pp | 68.3%+16.2pp |
| Annual return | 16.12% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,801 | $3,561+62.9% | $4,693+23.6% | $2,631+120.5% |
| Participant deferral / active EE | $16,787 | $6,636+153.0% | $7,997+109.9% | $4,212+298.6% |
| Admin fee / account holder | $25,542 | $8,568+198.1% | $13,435+90.1% | $7,344+247.8% |