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 | $121,250 | $80,673+50.3% | $101,326+19.7% | $84,808+43.0% |
| Participation rate | 88.9% | 77.8%+11.1pp | 81.5%+7.4pp | 68.3%+20.6pp |
| Annual return | 18.97% | 38.95%-20.0pp | 36.82%-17.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $4,944 | $2,698+83.3% | $3,665+34.9% | $2,631+87.9% |
| Participant deferral / active EE | $11,697 | $6,840+71.0% | $7,994+46.3% | $4,212+177.7% |
| Admin fee / account holder | $3,055 | $12,784-76.1% | $11,185-72.7% | $7,344-58.4% |