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 | $126,042 | $77,503+62.6% | $100,391+25.6% | $80,856+55.9% |
| Participation rate | 81.4% | 76.9%+4.5pp | 81.5%-0.1pp | 67.6%+13.8pp |
| Annual return | 19.61% | 37.20%-17.6pp | 49.20%-29.6pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,754 | $2,801-1.7% | $3,942-30.1% | $2,7550% |
| Participant deferral / active EE | $8,613 | $6,820+26.3% | $8,082+6.6% | $4,296+100.5% |
| Admin fee / account holder | $22,736 | $5,897+285.5% | $7,899+187.8% | $6,918+228.6% |