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 | $129,183 | $109,881+17.6% | $150,045-13.9% | $84,808+52.3% |
| Participation rate | 91.8% | 76.1%+15.7pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 16.30% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,577 | $3,561+28.5% | $4,693-2.5% | $2,631+74.0% |
| Participant deferral / active EE | $12,884 | $6,636+94.2% | $7,997+61.1% | $4,212+205.9% |
| Admin fee / account holder | $23,460 | $8,568+173.8% | $13,435+74.6% | $7,344+219.5% |