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 | $148,379 | $109,413+35.6% | $156,263-5.0% | $84,808+75.0% |
| Participation rate | 97.0% | 72.7%+24.3pp | 78.9%+18.1pp | 68.3%+28.7pp |
| Annual return | 15.89% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,830 | $2,907+100.6% | $4,333+34.5% | $2,631+121.6% |
| Participant deferral / active EE | $10,601 | $4,590+131.0% | $6,158+72.1% | $4,212+151.7% |
| Admin fee / account holder | $16,934 | $9,357+81.0% | $14,255+18.8% | $7,344+130.6% |