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 | $147,705 | $51,576+186.4% | $129,207+14.3% | $80,856+82.7% |
| Participation rate | 92.7% | 57.0%+35.7pp | 69.6%+23.1pp | 67.6%+25.0pp |
| Annual return | 12.95% | 20.81%-7.9pp | 9417.33%-9404.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $7,763 | $1,584+390.2% | $4,153+86.9% | $2,755+181.8% |
| Participant deferral / active EE | $3,769 | $2,669+41.2% | $4,168-9.6% | $4,296-12.3% |
| Admin fee / account holder | $2,399 | $4,305-44.3% | $7,715-68.9% | $6,918-65.3% |