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 | $136,867 | $101,724+34.5% | $164,813-17.0% | $80,856+69.3% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.6%+30.4pp |
| Annual return | 18.42% | 16.72%+1.7pp | 69.93%-51.5pp | 35.59%-17.2pp |
| Employer contribution / active EE | $4,246 | $2,953+43.8% | $4,341-2.2% | $2,755+54.1% |
| Participant deferral / active EE | $7,888 | $4,477+76.2% | $6,031+30.8% | $4,296+83.6% |
| Admin fee / account holder | $13,816 | $8,227+67.9% | $12,690+8.9% | $6,918+99.7% |