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 | $139,059 | $63,355+119.5% | $91,989+51.2% | $72,985+90.5% |
| Participation rate | 94.4% | 72.5%+21.9pp | 78.6%+15.8pp | 69.5%+25.0pp |
| Annual return | 22.44% | 35.35%-12.9pp | 69.02%-46.6pp | 81.00%-58.6pp |
| Employer contribution / active EE | $3,527 | $2,116+66.7% | $3,452+2.2% | $2,440+44.6% |
| Participant deferral / active EE | $11,824 | $4,883+142.1% | $5,923+99.6% | $3,607+227.8% |
| Admin fee / account holder | $15,838 | $4,668+239.3% | $7,743+104.5% | $5,124+209.1% |