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 | $136,292 | $51,769+163.3% | $57,343+137.7% | $52,331+160.4% |
| Participation rate | 93.3% | 75.2%+18.1pp | 75.1%+18.2pp | 68.1%+25.2pp |
| Annual return | 35.88% | 2.43%+33.4pp | 24.39%+11.5pp | 4.54%+31.3pp |
| Employer contribution / active EE | $2,985 | $2,335+27.8% | $2,689+11.0% | $1,882+58.6% |
| Participant deferral / active EE | $2,459 | $2,794-12.0% | $3,162-22.3% | $3,022-18.7% |
| Admin fee / account holder | $4,157 | $295+1310.2% | $3,356+23.9% | $592+602.6% |