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 | $119,710 | $80,968+47.8% | $96,544+24.0% | $75,163+59.3% |
| Participation rate | 91.7% | 71.8%+19.9pp | 76.0%+15.7pp | 67.2%+24.5pp |
| Annual return | 13.97% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $5,299 | $2,282+132.2% | $2,965+78.7% | $2,670+98.5% |
| Participant deferral / active EE | $5,131 | $3,928+30.6% | $4,851+5.8% | $4,125+24.4% |
| Admin fee / account holder | $15,334 | $6,724+128.0% | $8,252+85.8% | $5,651+171.4% |