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 7-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 | $125,014 | $95,803+30.5% | $113,168+10.5% | $84,808+47.4% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 14.42% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,651 | $2,360+12.3% | $2,975-10.9% | $2,631+0.8% |
| Participant deferral / active EE | $6,575 | $4,242+55.0% | $5,107+28.8% | $4,212+56.1% |
| Admin fee / account holder | $21,708 | $8,989+141.5% | $12,068+79.9% | $7,344+195.6% |