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 | $127,933 | $109,413+16.9% | $156,263-18.1% | $84,808+50.9% |
| Participation rate | 82.2% | 72.7%+9.5pp | 78.9%+3.3pp | 68.3%+13.9pp |
| Annual return | 13.96% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,605 | $2,907+58.4% | $4,333+6.3% | $2,631+75.0% |
| Participant deferral / active EE | $10,483 | $4,590+128.4% | $6,158+70.2% | $4,212+148.9% |
| Admin fee / account holder | $12,619 | $9,357+34.9% | $14,255-11.5% | $7,344+71.8% |