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 | $141,174 | $63,355+122.8% | $91,989+53.5% | $72,985+93.4% |
| Participation rate | 97.4% | 72.5%+24.9pp | 78.6%+18.7pp | 69.5%+27.9pp |
| Annual return | 26.11% | 35.35%-9.2pp | 69.02%-42.9pp | 81.00%-54.9pp |
| Employer contribution / active EE | $6,820 | $2,116+222.4% | $3,452+97.6% | $2,440+179.5% |
| Participant deferral / active EE | $11,832 | $4,883+142.3% | $5,923+99.8% | $3,607+228.0% |
| Admin fee / account holder | $34,424 | $4,668+637.4% | $7,743+344.6% | $5,124+571.8% |