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 | $138,935 | $57,016+143.7% | $84,966+63.5% | $80,856+71.8% |
| Participation rate | 94.6% | 56.3%+38.3pp | 67.5%+27.1pp | 67.6%+27.0pp |
| Annual return | 14.99% | 21.66%-6.7pp | 66.38%-51.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $7,137 | $1,798+297.0% | $2,727+161.7% | $2,755+159.1% |
| Participant deferral / active EE | $11,107 | $3,110+257.2% | $4,519+145.8% | $4,296+158.6% |
| Admin fee / account holder | $13,254 | $4,980+166.1% | $6,149+115.5% | $6,918+91.6% |