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 | $141,916 | $72,277+96.3% | $101,248+40.2% | $79,858+77.7% |
| Participation rate | 98.5% | 68.5%+30.0pp | 75.8%+22.7pp | 69.6%+28.8pp |
| Annual return | 14.73% | 22.30%-7.6pp | 46.47%-31.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $14,234 | $2,692+428.8% | $3,660+289.0% | $2,471+476.1% |
| Participant deferral / active EE | $2,064 | $3,282-37.1% | $4,370-52.8% | $3,740-44.8% |
| Admin fee / account holder | $4,590 | $4,400+4.3% | $5,945-22.8% | $5,306-13.5% |