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 | $106,281 | $81,248+30.8% | $155,509-31.7% | $80,856+31.4% |
| Participation rate | 91.8% | 66.2%+25.5pp | 78.2%+13.6pp | 67.6%+24.1pp |
| Annual return | 19.36% | 33.31%-13.9pp | 64.67%-45.3pp | 35.59%-16.2pp |
| Employer contribution / active EE | $5,715 | $3,100+84.3% | $4,672+22.3% | $2,755+107.5% |
| Participant deferral / active EE | $9,541 | $3,452+176.4% | $5,626+69.6% | $4,296+122.1% |
| Admin fee / account holder | $26,623 | $7,997+232.9% | $15,912+67.3% | $6,918+284.8% |