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 | $133,485 | $76,552+74.4% | $123,892+7.7% | $62,891+112.2% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 7.82% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $5,368 | $2,883+86.2% | $4,617+16.3% | $2,281+135.3% |
| Participant deferral / active EE | $9,823 | $4,840+103.0% | $5,984+64.2% | $3,203+206.7% |
| Admin fee / account holder | $15,554 | $4,826+222.3% | $8,357+86.1% | $4,296+262.1% |