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 | $137,358 | $109,881+25.0% | $150,045-8.5% | $84,808+62.0% |
| Participation rate | 95.0% | 76.1%+18.9pp | 82.3%+12.7pp | 68.3%+26.7pp |
| Annual return | 17.48% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $8,364 | $3,561+134.9% | $4,693+78.2% | $2,631+217.9% |
| Participant deferral / active EE | $9,658 | $6,636+45.5% | $7,997+20.8% | $4,212+129.3% |
| Admin fee / account holder | $9,318 | $8,568+8.8% | $13,435-30.6% | $7,344+26.9% |