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 | $138,706 | $56,277+146.5% | $80,975+71.3% | $62,891+120.6% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.91% | 22.12%-16.2pp | 17.10%-11.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,087 | $1,943+58.9% | $3,714-16.9% | $2,281+35.3% |
| Participant deferral / active EE | $5,796 | $4,195+38.2% | $5,696+1.8% | $3,203+81.0% |
| Admin fee / account holder | $8,164 | $3,741+118.2% | $5,516+48.0% | $4,296+90.0% |