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 | $142,540 | $109,413+30.3% | $156,263-8.8% | $84,808+68.1% |
| Participation rate | 94.0% | 72.7%+21.3pp | 78.9%+15.1pp | 68.3%+25.7pp |
| Annual return | 19.67% | 20.18%-0.5pp | 59.47%-39.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $12,692 | $2,907+336.6% | $4,333+192.9% | $2,631+382.4% |
| Participant deferral / active EE | $6,781 | $4,590+47.7% | $6,158+10.1% | $4,212+61.0% |
| Admin fee / account holder | $32,187 | $9,357+244.0% | $14,255+125.8% | $7,344+338.3% |