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 | $135,632 | $68,719+97.4% | $91,541+48.2% | $84,808+59.9% |
| Participation rate | 90.5% | 64.5%+26.0pp | 69.8%+20.7pp | 68.3%+22.2pp |
| Annual return | 15.35% | 19.12%-3.8pp | 20.50%-5.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,989 | $1,920+212.0% | $2,505+139.1% | $2,631+127.6% |
| Participant deferral / active EE | $3,599 | $3,136+14.8% | $4,008-10.2% | $4,212-14.5% |
| Admin fee / account holder | $9,234 | $5,786+59.6% | $6,956+32.7% | $7,344+25.7% |