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 | $142,793 | $109,881+30.0% | $150,045-4.8% | $84,808+68.4% |
| Participation rate | 90.4% | 76.1%+14.3pp | 82.3%+8.1pp | 68.3%+22.1pp |
| Annual return | 17.42% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $7,312 | $3,561+105.3% | $4,693+55.8% | $2,631+177.9% |
| Participant deferral / active EE | $12,737 | $6,636+91.9% | $7,997+59.3% | $4,212+202.4% |
| Admin fee / account holder | $16,908 | $8,568+97.3% | $13,435+25.9% | $7,344+130.2% |