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 | $143,192 | $76,552+87.1% | $123,892+15.6% | $62,891+127.7% |
| Participation rate | 98.1% | 73.0%+25.1pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 6.99% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $8,476 | $2,883+194.1% | $4,617+83.6% | $2,281+271.6% |
| Participant deferral / active EE | $5,916 | $4,840+22.2% | $5,984-1.1% | $3,203+84.7% |
| Admin fee / account holder | $10,213 | $4,826+111.6% | $8,357+22.2% | $4,296+137.8% |