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 | $146,092 | $63,355+130.6% | $91,989+58.8% | $72,985+100.2% |
| Participation rate | 98.7% | 72.5%+26.2pp | 78.6%+20.1pp | 69.5%+29.2pp |
| Annual return | 23.44% | 35.35%-11.9pp | 69.02%-45.6pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,892 | $2,116+84.0% | $3,452+12.7% | $2,440+59.5% |
| Participant deferral / active EE | $8,669 | $4,883+77.5% | $5,923+46.4% | $3,607+140.3% |
| Admin fee / account holder | $16,276 | $4,668+248.7% | $7,743+110.2% | $5,124+217.6% |