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 | $133,101 | $64,480+106.4% | $81,382+63.6% | $80,856+64.6% |
| Participation rate | 90.5% | 63.9%+26.6pp | 69.5%+21.0pp | 67.6%+22.8pp |
| Annual return | 17.79% | 16.34%+1.4pp | 24.73%-6.9pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,101 | $1,978-44.3% | $2,463-55.3% | $2,755-60.0% |
| Participant deferral / active EE | $6,832 | $3,094+120.9% | $3,883+76.0% | $4,296+59.1% |
| Admin fee / account holder | $10,343 | $5,671+82.4% | $5,768+79.3% | $6,918+49.5% |