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 | $149,987 | $72,277+107.5% | $101,248+48.1% | $79,858+87.8% |
| Participation rate | 95.0% | 68.5%+26.5pp | 75.8%+19.2pp | 69.6%+25.4pp |
| Annual return | 13.23% | 22.30%-9.1pp | 46.47%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $857 | $2,692-68.2% | $3,660-76.6% | $2,471-65.3% |
| Participant deferral / active EE | $11,148 | $3,282+239.7% | $4,370+155.1% | $3,740+198.1% |
| Admin fee / account holder | $23,741 | $4,400+439.5% | $5,945+299.3% | $5,306+347.4% |