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 | $147,251 | $91,552+60.8% | $133,956+9.9% | $79,858+84.4% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | 10.91% | 61.85%-50.9pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $9,109 | $2,384+282.1% | $3,919+132.4% | $2,471+268.6% |
| Participant deferral / active EE | $5,974 | $3,733+60.0% | $5,048+18.3% | $3,740+59.7% |
| Admin fee / account holder | $36,895 | $6,321+483.7% | $8,927+313.3% | $5,306+595.3% |