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 | $130,095 | $101,724+27.9% | $164,813-21.1% | $80,856+60.9% |
| Participation rate | 94.3% | 71.8%+22.5pp | 78.6%+15.7pp | 67.6%+26.6pp |
| Annual return | 12.76% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,501 | $2,953+18.6% | $4,341-19.3% | $2,755+27.1% |
| Participant deferral / active EE | $9,680 | $4,477+116.2% | $6,031+60.5% | $4,296+125.3% |
| Admin fee / account holder | $39,868 | $8,227+384.6% | $12,690+214.2% | $6,918+476.3% |