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 | $132,914 | $95,803+38.7% | $113,168+17.4% | $84,808+56.7% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 14.53% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,190 | $2,360-49.6% | $2,975-60.0% | $2,631-54.8% |
| Participant deferral / active EE | $8,442 | $4,242+99.0% | $5,107+65.3% | $4,212+100.5% |
| Admin fee / account holder | $33,029 | $8,989+267.4% | $12,068+173.7% | $7,344+349.7% |