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 | $122,114 | $89,355+36.7% | $141,162-13.5% | $72,985+67.3% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 23.61% | 111.85%-88.2pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $3,744 | $3,114+20.2% | $4,735-20.9% | $2,440+53.4% |
| Participant deferral / active EE | $8,852 | $5,418+63.4% | $6,709+31.9% | $3,607+145.4% |
| Admin fee / account holder | $3,946 | $5,958-33.8% | $10,261-61.5% | $5,124-23.0% |