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 | $119,548 | $78,672+52.0% | $109,143+9.5% | $85,850+39.3% |
| Participation rate | 82.1% | 68.3%+13.9pp | 75.9%+6.3pp | 69.3%+12.8pp |
| Annual return | 12.05% | 25.09%-13.0pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,088 | $2,735+12.9% | $3,722-17.0% | $2,565+20.4% |
| Participant deferral / active EE | $7,523 | $3,467+117.0% | $4,653+61.7% | $3,952+90.4% |
| Admin fee / account holder | $11,037 | $5,469+101.8% | $6,752+63.5% | $6,260+76.3% |