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 | $124,548 | $93,571+33.1% | $135,903-8.4% | $75,163+65.7% |
| Participation rate | 97.1% | 75.2%+22.0pp | 81.9%+15.2pp | 67.2%+30.0pp |
| Annual return | 16.22% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $4,195 | $3,537+18.6% | $4,856-13.6% | $2,670+57.1% |
| Participant deferral / active EE | $9,945 | $6,404+55.3% | $7,758+28.2% | $4,125+141.1% |
| Admin fee / account holder | $22,862 | $6,975+227.8% | $10,762+112.4% | $5,651+304.6% |