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 | $126,729 | $77,899+62.7% | $149,673-15.3% | $75,163+68.6% |
| Participation rate | 97.4% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.2pp |
| Annual return | 13.95% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $11,299 | $3,137+260.1% | $4,818+134.5% | $2,670+323.2% |
| Participant deferral / active EE | $6,159 | $3,411+80.6% | $5,680+8.4% | $4,125+49.3% |
| Admin fee / account holder | $15,410 | $5,956+158.7% | $13,210+16.7% | $5,651+172.7% |