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 | $132,997 | $81,460+63.3% | $103,333+28.7% | $80,856+64.5% |
| Participation rate | 92.2% | 66.8%+25.3pp | 74.5%+17.7pp | 67.6%+24.5pp |
| Annual return | 17.12% | 25.55%-8.4pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $13,529 | $3,105+335.7% | $3,868+249.8% | $2,755+391.1% |
| Participant deferral / active EE | $2,852 | $3,869-26.3% | $5,057-43.6% | $4,296-33.6% |
| Admin fee / account holder | $14,950 | $6,566+127.7% | $8,355+78.9% | $6,918+116.1% |