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 | $123,457 | $89,355+38.2% | $141,162-12.5% | $72,985+69.2% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.5%+12.7pp | 69.5%+25.6pp |
| Annual return | 23.60% | 111.85%-88.3pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $3,972 | $3,114+27.5% | $4,735-16.1% | $2,440+62.8% |
| Participant deferral / active EE | $9,728 | $5,418+79.6% | $6,709+45.0% | $3,607+169.7% |
| Admin fee / account holder | $13,729 | $5,958+130.4% | $10,261+33.8% | $5,124+167.9% |