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 | $100,176 | $81,460+23.0% | $103,333-3.1% | $80,856+23.9% |
| Participation rate | 93.5% | 66.8%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | 13.93% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $6,155 | $3,105+98.2% | $3,868+59.1% | $2,755+123.4% |
| Participant deferral / active EE | $8,742 | $3,869+126.0% | $5,057+72.9% | $4,296+103.5% |
| Admin fee / account holder | $23,303 | $6,566+254.9% | $8,355+178.9% | $6,918+236.8% |