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 | $137,088 | $95,803+43.1% | $113,168+21.1% | $84,808+61.6% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 24.61% | 25.00%-0.4pp | 24.27%+0.3pp | 40.90%-16.3pp |
| Employer contribution / active EE | $3,309 | $2,360+40.2% | $2,975+11.2% | $2,631+25.8% |
| Participant deferral / active EE | $7,592 | $4,242+79.0% | $5,107+48.7% | $4,212+80.3% |
| Admin fee / account holder | $23,363 | $8,989+159.9% | $12,068+93.6% | $7,344+218.1% |