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 | $171,394 | $91,552+87.2% | $133,956+27.9% | $79,858+114.6% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 20.84% | 61.85%-41.0pp | 45.09%-24.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $3,696 | $2,384+55.1% | $3,919-5.7% | $2,471+49.6% |
| Participant deferral / active EE | $8,227 | $3,733+120.4% | $5,048+63.0% | $3,740+120.0% |
| Admin fee / account holder | $16,636 | $6,321+163.2% | $8,927+86.3% | $5,306+213.5% |