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 | $126,419 | $89,753+40.9% | $107,525+17.6% | $84,808+49.1% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 15.59% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,411 | $3,113+41.7% | $3,754+17.5% | $2,631+67.6% |
| Participant deferral / active EE | $8,596 | $4,056+111.9% | $5,116+68.0% | $4,212+104.1% |
| Admin fee / account holder | $18,923 | $7,222+162.0% | $8,919+112.2% | $7,344+157.7% |