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 | $125,096 | $81,460+53.6% | $103,333+21.1% | $80,856+54.7% |
| Participation rate | 92.1% | 66.8%+25.2pp | 74.5%+17.6pp | 67.6%+24.4pp |
| Annual return | 11.19% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,512 | $3,105+45.3% | $3,868+16.6% | $2,755+63.8% |
| Participant deferral / active EE | $4,120 | $3,869+6.5% | $5,057-18.5% | $4,296-4.1% |
| Admin fee / account holder | $8,924 | $6,566+35.9% | $8,355+6.8% | $6,918+29.0% |