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 | $191,256 | $109,881+74.1% | $150,045+27.5% | $84,808+125.5% |
| Participation rate | 82.1% | 76.1%+6.1pp | 82.3%-0.2pp | 68.3%+13.8pp |
| Annual return | 15.14% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,836 | $3,561+91.9% | $4,693+45.7% | $2,631+159.8% |
| Participant deferral / active EE | $19,971 | $6,636+201.0% | $7,997+149.7% | $4,212+374.2% |
| Admin fee / account holder | $25,606 | $8,568+198.9% | $13,435+90.6% | $7,344+248.7% |