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 | $155,535 | $81,460+90.9% | $103,333+50.5% | $80,856+92.4% |
| Participation rate | 93.2% | 66.8%+26.3pp | 74.5%+18.7pp | 67.6%+25.5pp |
| Annual return | 31.79% | 25.55%+6.2pp | 24.88%+6.9pp | 35.59%-3.8pp |
| Employer contribution / active EE | $2,713 | $3,105-12.6% | $3,868-29.9% | $2,755-1.5% |
| Participant deferral / active EE | $7,850 | $3,869+102.9% | $5,057+55.2% | $4,296+82.7% |
| Admin fee / account holder | $14,814 | $6,566+125.6% | $8,355+77.3% | $6,918+114.1% |