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 | $133,312 | $49,025+171.9% | $87,507+52.3% | $62,891+112.0% |
| Participation rate | 96.5% | 64.9%+31.6pp | 73.8%+22.7pp | 69.3%+27.2pp |
| Annual return | 7.59% | 10.02%-2.4pp | 12.21%-4.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,123 | $1,372+54.8% | $2,550-16.7% | $2,281-6.9% |
| Participant deferral / active EE | $6,971 | $2,289+204.5% | $3,149+121.4% | $3,203+117.7% |
| Admin fee / account holder | $6,784 | $4,065+66.9% | $4,221+60.7% | $4,296+57.9% |