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 | $114,779 | $79,944+43.6% | $98,439+16.6% | $75,163+52.7% |
| Participation rate | 96.2% | 70.4%+25.8pp | 75.2%+21.0pp | 67.2%+29.0pp |
| Annual return | 14.71% | 19.75%-5.0pp | 21.16%-6.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $7,313 | $2,264+223.0% | $3,048+139.9% | $2,670+173.9% |
| Participant deferral / active EE | $10,598 | $3,752+182.5% | $4,738+123.7% | $4,125+156.9% |
| Admin fee / account holder | $12,175 | $6,840+78.0% | $8,948+36.1% | $5,651+115.5% |