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 | $122,412 | $95,803+27.8% | $113,168+8.2% | $84,808+44.3% |
| Participation rate | 85.1% | 72.9%+12.2pp | 76.6%+8.5pp | 68.3%+16.8pp |
| Annual return | 14.53% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,891 | $2,360+22.5% | $2,975-2.8% | $2,631+9.9% |
| Participant deferral / active EE | $8,999 | $4,242+112.1% | $5,107+76.2% | $4,212+113.7% |
| Admin fee / account holder | $7,560 | $8,989-15.9% | $12,068-37.4% | $7,344+2.9% |