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 | $141,186 | $96,484+46.3% | $156,263-9.6% | $74,304+90.0% |
| Participation rate | 99.0% | 67.7%+31.3pp | 78.9%+20.1pp | 60.3%+38.7pp |
| Annual return | 15.20% | 17.73%-2.5pp | 59.47%-44.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,007 | $2,528+18.9% | $4,333-30.6% | $2,241+34.2% |
| Participant deferral / active EE | $8,663 | $4,286+102.1% | $6,158+40.7% | $3,767+129.9% |
| Admin fee / account holder | $17,632 | $3,728+373.0% | $14,255+23.7% | $2,969+493.9% |