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 | $136,307 | $58,851+131.6% | $115,157+18.4% | $72,985+86.8% |
| Participation rate | 89.3% | 65.5%+23.7pp | 75.9%+13.4pp | 69.5%+19.8pp |
| Annual return | 21.76% | 23.16%-1.4pp | 35.60%-13.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,912 | $1,798+173.2% | $3,179+54.5% | $2,440+101.3% |
| Participant deferral / active EE | $5,748 | $2,643+117.5% | $4,168+37.9% | $3,607+59.3% |
| Admin fee / account holder | $14,670 | $6,370+130.3% | $7,088+107.0% | $5,124+186.3% |