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 | $98,743 | $77,503+27.4% | $100,391-1.6% | $80,856+22.1% |
| Participation rate | 94.6% | 76.9%+17.6pp | 81.5%+13.1pp | 67.6%+27.0pp |
| Annual return | 15.13% | 37.20%-22.1pp | 49.20%-34.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,449 | $2,801+94.5% | $3,942+38.2% | $2,755+97.8% |
| Participant deferral / active EE | $8,009 | $6,820+17.4% | $8,082-0.9% | $4,296+86.4% |
| Admin fee / account holder | $16,888 | $5,897+186.4% | $7,899+113.8% | $6,918+144.1% |