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 | $163,210 | $109,881+48.5% | $150,045+8.8% | $84,808+92.4% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 19.97% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $5,891 | $3,561+65.4% | $4,693+25.5% | $2,631+123.9% |
| Participant deferral / active EE | $13,775 | $6,636+107.6% | $7,997+72.2% | $4,212+227.1% |
| Admin fee / account holder | $29,599 | $8,568+245.5% | $13,435+120.3% | $7,344+303.0% |