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 | $124,761 | $106,749+16.9% | $145,433-14.2% | $82,448+51.3% |
| Participation rate | 98.0% | 75.6%+22.4pp | 82.1%+15.9pp | 68.1%+30.0pp |
| Annual return | 17.47% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $6,016 | $3,444+74.7% | $4,554+32.1% | $2,551+135.8% |
| Participant deferral / active EE | $15,871 | $6,519+143.5% | $7,897+101.0% | $4,139+283.4% |
| Admin fee / account holder | $11,086 | $8,390+32.1% | $13,129-15.6% | $7,234+53.2% |