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 | $136,462 | $92,985+46.8% | $153,485-11.1% | $80,856+68.8% |
| Participation rate | 98.0% | 69.0%+29.1pp | 77.1%+21.0pp | 67.6%+30.4pp |
| Annual return | 14.06% | 19.95%-5.9pp | 15.65%-1.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $13,963 | $3,507+298.1% | $5,039+177.1% | $2,755+406.9% |
| Participant deferral / active EE | $19,276 | $5,178+272.3% | $6,757+185.3% | $4,296+348.7% |
| Admin fee / account holder | $19,429 | $8,880+118.8% | $12,724+52.7% | $6,918+180.9% |