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 | $132,023 | $67,606+95.3% | $82,313+60.4% | $70,131+88.3% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 17.04% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $4,681 | $1,755+166.8% | $2,428+92.8% | $2,342+99.8% |
| Participant deferral / active EE | $3,467 | $2,987+16.1% | $3,706-6.4% | $3,332+4.1% |
| Admin fee / account holder | $20,637 | $4,512+357.4% | $5,608+268.0% | $4,645+344.2% |