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 | $124,925 | $72,492+72.3% | $87,100+43.4% | $72,985+71.2% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.8pp |
| Annual return | 18.01% | 24.46%-6.4pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $3,243 | $1,894+71.2% | $2,521+28.6% | $2,440+32.9% |
| Participant deferral / active EE | $8,365 | $3,270+155.9% | $4,049+106.6% | $3,607+131.9% |
| Admin fee / account holder | $16,533 | $5,055+227.1% | $7,497+120.5% | $5,124+222.6% |