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 | $131,149 | $68,719+90.8% | $91,541+43.3% | $84,808+54.6% |
| Participation rate | 90.9% | 64.5%+26.4pp | 69.8%+21.1pp | 68.3%+22.6pp |
| Annual return | 18.38% | 19.12%-0.7pp | 20.50%-2.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $9,058 | $1,920+371.8% | $2,505+261.6% | $2,631+244.3% |
| Participant deferral / active EE | $10,457 | $3,136+233.5% | $4,008+160.9% | $4,212+148.3% |
| Admin fee / account holder | $14,105 | $5,786+143.8% | $6,956+102.8% | $7,344+92.1% |