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 | $124,342 | $53,777+131.2% | $134,143-7.3% | $79,858+55.7% |
| Participation rate | 80.5% | 58.8%+21.7pp | 72.2%+8.3pp | 69.6%+10.9pp |
| Annual return | 20.61% | 19.01%+1.6pp | 36.33%-15.7pp | 31.71%-11.1pp |
| Employer contribution / active EE | $4,125 | $1,321+212.2% | $3,704+11.4% | $2,471+66.9% |
| Participant deferral / active EE | $8,596 | $2,420+255.2% | $3,499+145.7% | $3,740+129.8% |
| Admin fee / account holder | $2,242 | $3,984-43.7% | $6,684-66.5% | $5,306-57.7% |