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 | $126,238 | $63,764+98.0% | $81,930+54.1% | $79,858+58.1% |
| Participation rate | 85.2% | 67.5%+17.7pp | 72.0%+13.2pp | 69.6%+15.6pp |
| Annual return | 15.01% | 22.66%-7.6pp | 29.49%-14.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $7,220 | $1,795+302.2% | $4,310+67.5% | $2,471+192.2% |
| Participant deferral / active EE | $5,182 | $2,780+86.4% | $7,107-27.1% | $3,740+38.6% |
| Admin fee / account holder | $3,635 | $4,426-17.9% | $5,158-29.5% | $5,306-31.5% |