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 | $151,260 | $70,475+114.6% | $100,516+50.5% | $79,858+89.4% |
| Participation rate | 93.5% | 73.7%+19.8pp | 79.4%+14.1pp | 69.6%+23.8pp |
| Annual return | 17.00% | 21.90%-4.9pp | 30.89%-13.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $5,426 | $2,165+150.7% | $3,418+58.8% | $2,471+119.6% |
| Participant deferral / active EE | $10,373 | $5,181+100.2% | $6,270+65.4% | $3,740+177.3% |
| Admin fee / account holder | $10,548 | $4,478+135.5% | $8,081+30.5% | $5,306+98.8% |