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 3-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 | $127,453 | $86,929+46.6% | $102,423+24.4% | $80,856+57.6% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.6%+30.7pp |
| Annual return | 11.26% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,409 | $2,369+128.3% | $3,023+78.9% | $2,755+96.4% |
| Participant deferral / active EE | $7,883 | $4,118+91.4% | $5,053+56.0% | $4,296+83.5% |
| Admin fee / account holder | $15,586 | $8,049+93.6% | $9,451+64.9% | $6,918+125.3% |