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 | $116,955 | $95,803+22.1% | $113,168+3.3% | $84,808+37.9% |
| Participation rate | 95.1% | 72.9%+22.3pp | 76.6%+18.6pp | 68.3%+26.8pp |
| Annual return | 16.60% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,030 | $2,360-56.3% | $2,975-65.4% | $2,631-60.8% |
| Participant deferral / active EE | $9,326 | $4,242+119.8% | $5,107+82.6% | $4,212+121.4% |
| Admin fee / account holder | $28,764 | $8,989+220.0% | $12,068+138.4% | $7,344+291.7% |