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 | $173,771 | $72,277+140.4% | $101,248+71.6% | $79,858+117.6% |
| Participation rate | 95.3% | 68.5%+26.9pp | 75.8%+19.5pp | 69.6%+25.7pp |
| Annual return | 11.38% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,624 | $2,692+34.7% | $3,660-1.0% | $2,471+46.7% |
| Participant deferral / active EE | $5,318 | $3,282+62.0% | $4,370+21.7% | $3,740+42.2% |
| Admin fee / account holder | $12,367 | $4,400+181.0% | $5,945+108.0% | $5,306+133.1% |