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 | $129,055 | $65,365+97.4% | $92,893+38.9% | $72,985+76.8% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 22.27% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,372 | $2,594-8.6% | $3,653-35.1% | $2,440-2.8% |
| Participant deferral / active EE | $4,190 | $3,128+33.9% | $4,236-1.1% | $3,607+16.2% |
| Admin fee / account holder | $13,717 | $4,251+222.7% | $5,794+136.8% | $5,124+167.7% |