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 | $133,983 | $66,402+101.8% | $109,895+21.9% | $85,850+56.1% |
| Participation rate | 97.4% | 63.9%+33.5pp | 74.2%+23.1pp | 69.3%+28.1pp |
| Annual return | 15.22% | 19.59%-4.4pp | 29.45%-14.2pp | 318.53%-303.3pp |
| Employer contribution / active EE | $4,310 | $1,687+155.5% | $2,842+51.6% | $2,565+68.0% |
| Participant deferral / active EE | $7,238 | $2,842+154.6% | $4,048+78.8% | $3,952+83.2% |
| Admin fee / account holder | $6,452 | $4,557+41.6% | $6,066+6.4% | $6,260+3.1% |