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 | $141,160 | $101,724+38.8% | $164,813-14.4% | $80,856+74.6% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.6%+29.5pp |
| Annual return | 13.14% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.4pp |
| Employer contribution / active EE | $8,385 | $2,953+183.9% | $4,341+93.2% | $2,755+204.4% |
| Participant deferral / active EE | $5,533 | $4,477+23.6% | $6,031-8.3% | $4,296+28.8% |
| Admin fee / account holder | $9,928 | $8,227+20.7% | $12,690-21.8% | $6,918+43.5% |