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 | $117,842 | $54,762+115.2% | $90,281+30.5% | $72,985+61.5% |
| Participation rate | 90.3% | 65.1%+25.1pp | 73.3%+17.0pp | 69.5%+20.8pp |
| Annual return | 23.15% | 30.63%-7.5pp | 78.10%-54.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $9,291 | $2,092+344.0% | $2,854+225.5% | $2,440+280.8% |
| Participant deferral / active EE | $7,592 | $2,887+163.0% | $3,885+95.4% | $3,607+110.5% |
| Admin fee / account holder | $12,240 | $3,972+208.1% | $5,351+128.7% | $5,124+138.9% |