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 | $137,321 | $81,460+68.6% | $103,333+32.9% | $80,856+69.8% |
| Participation rate | 89.9% | 66.8%+23.0pp | 74.5%+15.3pp | 67.6%+22.2pp |
| Annual return | 11.13% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $26,222 | $3,105+744.5% | $3,868+578.0% | $2,755+851.9% |
| Participant deferral / active EE | $5,335 | $3,869+37.9% | $5,057+5.5% | $4,296+24.2% |
| Admin fee / account holder | $11,456 | $6,566+74.5% | $8,355+37.1% | $6,918+65.6% |