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 | $124,878 | $109,413+14.1% | $156,263-20.1% | $84,808+47.2% |
| Participation rate | 96.8% | 72.7%+24.1pp | 78.9%+17.9pp | 68.3%+28.5pp |
| Annual return | 19.06% | 20.18%-1.1pp | 59.47%-40.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $6,423 | $2,907+121.0% | $4,333+48.2% | $2,631+144.1% |
| Participant deferral / active EE | $7,120 | $4,590+55.1% | $6,158+15.6% | $4,212+69.1% |
| Admin fee / account holder | $10,998 | $9,357+17.5% | $14,255-22.8% | $7,344+49.8% |