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 | $156,091 | $109,881+42.1% | $150,045+4.0% | $84,808+84.1% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 17.71% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,128 | $3,561+44.0% | $4,693+9.3% | $2,631+94.9% |
| Participant deferral / active EE | $11,967 | $6,636+80.3% | $7,997+49.6% | $4,212+184.1% |
| Admin fee / account holder | $3,668 | $8,568-57.2% | $13,435-72.7% | $7,344-50.1% |