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 | $148,557 | $81,460+82.4% | $103,333+43.8% | $80,856+83.7% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 11.96% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,558 | $3,105+14.6% | $3,868-8.0% | $2,755+29.1% |
| Participant deferral / active EE | $7,485 | $3,869+93.5% | $5,057+48.0% | $4,296+74.2% |
| Admin fee / account holder | $27,608 | $6,566+320.4% | $8,355+230.4% | $6,918+299.1% |