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 | $115,751 | $72,492+59.7% | $87,100+32.9% | $72,985+58.6% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.9%+13.8pp | 69.5%+21.1pp |
| Annual return | 20.77% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,369 | $1,894-27.7% | $2,521-45.7% | $2,440-43.9% |
| Participant deferral / active EE | $6,685 | $3,270+104.5% | $4,049+65.1% | $3,607+85.3% |
| Admin fee / account holder | $27,704 | $5,055+448.1% | $7,497+269.5% | $5,124+440.6% |