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 | $120,514 | $87,841+37.2% | $133,980-10.1% | $62,891+91.6% |
| Participation rate | 97.5% | 83.4%+14.1pp | 87.1%+10.4pp | 69.3%+28.2pp |
| Annual return | 8.35% | 12.05%-3.7pp | 29.30%-20.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $12,283 | $3,483+252.7% | $5,211+135.7% | $2,281+438.5% |
| Participant deferral / active EE | $13,134 | $4,812+172.9% | $6,282+109.1% | $3,203+310.1% |
| Admin fee / account holder | $5,796 | $5,371+7.9% | $9,324-37.8% | $4,296+34.9% |