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 | $158,212 | $73,787+114.4% | $98,716+60.3% | $82,448+91.9% |
| Participation rate | 96.3% | 61.4%+34.9pp | 69.3%+27.0pp | 68.1%+28.2pp |
| Annual return | 15.27% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $8,139 | $1,511+438.5% | $2,279+257.2% | $2,551+219.0% |
| Participant deferral / active EE | $15,109 | $3,081+390.3% | $4,048+273.3% | $4,139+265.0% |
| Admin fee / account holder | $14,170 | $6,500+118.0% | $8,703+62.8% | $7,234+95.9% |