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 | $115,258 | $109,413+5.3% | $156,263-26.2% | $84,808+35.9% |
| Participation rate | 94.6% | 72.7%+21.9pp | 78.9%+15.7pp | 68.3%+26.3pp |
| Annual return | 21.37% | 20.18%+1.2pp | 59.47%-38.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $9,900 | $2,907+240.6% | $4,333+128.5% | $2,631+276.3% |
| Participant deferral / active EE | $5,312 | $4,590+15.7% | $6,158-13.7% | $4,212+26.1% |
| Admin fee / account holder | $15,834 | $9,357+69.2% | $14,255+11.1% | $7,344+115.6% |