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 | $174,348 | $106,749+63.3% | $145,433+19.9% | $82,448+111.5% |
| Participation rate | 76.6% | 75.6%+0.9pp | 82.1%-5.5pp | 68.1%+8.5pp |
| Annual return | 18.09% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $5,689 | $3,444+65.2% | $4,554+24.9% | $2,551+123.0% |
| Participant deferral / active EE | $15,804 | $6,519+142.5% | $7,897+100.1% | $4,139+281.8% |
| Admin fee / account holder | $37,189 | $8,390+343.3% | $13,129+183.3% | $7,234+414.1% |