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 | $141,210 | $95,803+47.4% | $113,168+24.8% | $84,808+66.5% |
| Participation rate | 98.1% | 72.9%+25.2pp | 76.6%+21.5pp | 68.3%+29.8pp |
| Annual return | 22.20% | 25.00%-2.8pp | 24.27%-2.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $5,865 | $2,360+148.5% | $2,975+97.1% | $2,631+122.9% |
| Participant deferral / active EE | $8,072 | $4,242+90.3% | $5,107+58.1% | $4,212+91.7% |
| Admin fee / account holder | $13,895 | $8,989+54.6% | $12,068+15.1% | $7,344+89.2% |