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 | $122,153 | $93,571+30.5% | $135,903-10.1% | $75,163+62.5% |
| Participation rate | 95.3% | 75.2%+20.2pp | 81.9%+13.4pp | 67.2%+28.2pp |
| Annual return | 18.60% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $5,700 | $3,537+61.2% | $4,856+17.4% | $2,670+113.5% |
| Participant deferral / active EE | $10,115 | $6,404+58.0% | $7,758+30.4% | $4,125+145.2% |
| Admin fee / account holder | $23,706 | $6,975+239.9% | $10,762+120.3% | $5,651+319.5% |