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 | $141,263 | $72,492+94.9% | $87,100+62.2% | $72,985+93.6% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 22.95% | 24.46%-1.5pp | 28.19%-5.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,979 | $1,894+57.3% | $2,521+18.2% | $2,440+22.1% |
| Participant deferral / active EE | $5,121 | $3,270+56.6% | $4,049+26.5% | $3,607+42.0% |
| Admin fee / account holder | $12,165 | $5,055+140.7% | $7,497+62.3% | $5,124+137.4% |