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 | $134,429 | $91,552+46.8% | $133,956+0.4% | $79,858+68.3% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | 14.70% | 61.85%-47.1pp | 45.09%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,606 | $2,384+51.3% | $3,919-8.0% | $2,471+45.9% |
| Participant deferral / active EE | $7,179 | $3,733+92.3% | $5,048+42.2% | $3,740+92.0% |
| Admin fee / account holder | $11,007 | $6,321+74.1% | $8,927+23.3% | $5,306+107.4% |