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 5-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 | $148,806 | $106,749+39.4% | $145,433+2.3% | $82,448+80.5% |
| Participation rate | 97.8% | 75.6%+22.1pp | 82.1%+15.7pp | 68.1%+29.7pp |
| Annual return | 21.17% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $7,902 | $3,444+129.4% | $4,554+73.5% | $2,551+209.8% |
| Participant deferral / active EE | $31,126 | $6,519+377.5% | $7,897+294.1% | $4,139+652.0% |
| Admin fee / account holder | $4,088 | $8,390-51.3% | $13,129-68.9% | $7,234-43.5% |