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 | $142,320 | $101,724+39.9% | $164,813-13.6% | $80,856+76.0% |
| Participation rate | 80.3% | 71.8%+8.5pp | 78.6%+1.7pp | 67.6%+12.7pp |
| Annual return | 18.28% | 16.72%+1.6pp | 69.93%-51.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $5,395 | $2,953+82.7% | $4,341+24.3% | $2,755+95.8% |
| Participant deferral / active EE | $11,714 | $4,477+161.6% | $6,031+94.2% | $4,296+172.7% |
| Admin fee / account holder | $16,117 | $8,227+95.9% | $12,690+27.0% | $6,918+133.0% |