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 | $124,658 | $109,881+13.4% | $150,045-16.9% | $84,808+47.0% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 15.57% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,160 | $3,561+73.0% | $4,693+31.3% | $2,631+134.1% |
| Participant deferral / active EE | $6,398 | $6,636-3.6% | $7,997-20.0% | $4,212+51.9% |
| Admin fee / account holder | $8,807 | $8,568+2.8% | $13,435-34.4% | $7,344+19.9% |