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 | $143,030 | $81,460+75.6% | $103,333+38.4% | $80,856+76.9% |
| Participation rate | 98.0% | 66.8%+31.2pp | 74.5%+23.5pp | 67.6%+30.4pp |
| Annual return | 12.08% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,201 | $3,105+35.3% | $3,868+8.6% | $2,755+52.5% |
| Participant deferral / active EE | $8,413 | $3,869+117.5% | $5,057+66.4% | $4,296+95.8% |
| Admin fee / account holder | $20,003 | $6,566+204.6% | $8,355+139.4% | $6,918+189.1% |