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 | $137,401 | $59,839+129.6% | $81,983+67.6% | $79,858+72.1% |
| Participation rate | 97.8% | 61.6%+36.2pp | 69.2%+28.6pp | 69.6%+28.2pp |
| Annual return | 17.09% | 17.56%-0.5pp | 41.31%-24.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $4,536 | $1,713+164.7% | $2,498+81.6% | $2,471+83.6% |
| Participant deferral / active EE | $5,088 | $2,695+88.8% | $3,722+36.7% | $3,740+36.0% |
| Admin fee / account holder | $8,528 | $4,287+98.9% | $5,664+50.6% | $5,306+60.7% |