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 | $163,824 | $91,552+78.9% | $133,956+22.3% | $79,858+105.1% |
| Participation rate | 77.3% | 73.3%+3.9pp | 79.8%-2.6pp | 69.6%+7.6pp |
| Annual return | 60.17% | 61.85%-1.7pp | 45.09%+15.1pp | 31.71%+28.5pp |
| Employer contribution / active EE | $3,894 | $2,384+63.4% | $3,919-0.6% | $2,471+57.6% |
| Participant deferral / active EE | $6,637 | $3,733+77.8% | $5,048+31.5% | $3,740+77.5% |
| Admin fee / account holder | $3,435 | $6,321-45.6% | $8,927-61.5% | $5,306-35.3% |