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 | $127,822 | $76,552+67.0% | $123,892+3.2% | $62,891+103.2% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 16.97% | 18.68%-1.7pp | 47.52%-30.5pp | 20.14%-3.2pp |
| Employer contribution / active EE | $7,443 | $2,883+158.2% | $4,617+61.2% | $2,281+226.3% |
| Participant deferral / active EE | $7,401 | $4,840+52.9% | $5,984+23.7% | $3,203+131.1% |
| Admin fee / account holder | $3,350 | $4,826-30.6% | $8,357-59.9% | $4,296-22.0% |