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 | $143,421 | $72,277+98.4% | $101,248+41.7% | $79,858+79.6% |
| Participation rate | 83.8% | 68.5%+15.3pp | 75.8%+8.0pp | 69.6%+14.2pp |
| Annual return | 12.48% | 22.30%-9.8pp | 46.47%-34.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $14,246 | $2,692+429.3% | $3,660+289.3% | $2,471+476.6% |
| Participant deferral / active EE | $2,182 | $3,282-33.5% | $4,370-50.1% | $3,740-41.7% |
| Admin fee / account holder | $24,175 | $4,400+449.4% | $5,945+306.6% | $5,306+355.6% |