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 | $135,566 | $72,277+87.6% | $101,248+33.9% | $79,858+69.8% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 12.26% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,235 | $2,692-17.0% | $3,660-38.9% | $2,471-9.5% |
| Participant deferral / active EE | $6,997 | $3,282+113.2% | $4,370+60.1% | $3,740+87.1% |
| Admin fee / account holder | $25,882 | $4,400+488.2% | $5,945+335.3% | $5,306+387.8% |