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 | $119,918 | $77,899+53.9% | $149,673-19.9% | $75,163+59.5% |
| Participation rate | 85.3% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.1pp |
| Annual return | 18.80% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $6,908 | $3,137+120.2% | $4,818+43.4% | $2,670+158.7% |
| Participant deferral / active EE | $5,316 | $3,411+55.9% | $5,680-6.4% | $4,125+28.9% |
| Admin fee / account holder | $3,103 | $5,956-47.9% | $13,210-76.5% | $5,651-45.1% |