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 | $114,753 | $72,277+58.8% | $101,248+13.3% | $79,858+43.7% |
| Participation rate | 87.0% | 68.5%+18.6pp | 75.8%+11.2pp | 69.6%+17.4pp |
| Annual return | 13.52% | 22.30%-8.8pp | 46.47%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,721 | $2,692-36.1% | $3,660-53.0% | $2,471-30.3% |
| Participant deferral / active EE | $4,200 | $3,282+28.0% | $4,370-3.9% | $3,740+12.3% |
| Admin fee / account holder | $11,983 | $4,400+172.3% | $5,945+101.5% | $5,306+125.8% |