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 | $125,359 | $76,407+64.1% | $150,298-16.6% | $82,448+52.0% |
| Participation rate | 93.3% | 66.4%+26.9pp | 77.8%+15.6pp | 68.1%+25.3pp |
| Annual return | 16.53% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,318 | $2,614+103.4% | $4,154+28.0% | $2,551+108.5% |
| Participant deferral / active EE | $5,918 | $3,214+84.1% | $5,453+8.5% | $4,139+43.0% |
| Admin fee / account holder | $28,602 | $6,352+350.3% | $14,116+102.6% | $7,234+295.4% |