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 | $125,598 | $81,460+54.2% | $103,333+21.5% | $80,856+55.3% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.6%+25.7pp |
| Annual return | 11.58% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,488 | $3,105-19.9% | $3,868-35.7% | $2,755-9.7% |
| Participant deferral / active EE | $6,481 | $3,869+67.5% | $5,057+28.1% | $4,296+50.9% |
| Admin fee / account holder | $11,760 | $6,566+79.1% | $8,355+40.8% | $6,918+70.0% |