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 | $142,549 | $89,355+59.5% | $141,162+1.0% | $72,985+95.3% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.3pp | 69.5%+8.6pp |
| Annual return | 21.94% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $4,213 | $3,114+35.3% | $4,735-11.0% | $2,440+72.7% |
| Participant deferral / active EE | $11,774 | $5,418+117.3% | $6,709+75.5% | $3,607+226.4% |
| Admin fee / account holder | $17,139 | $5,958+187.7% | $10,261+67.0% | $5,124+234.5% |