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 | $137,901 | $109,881+25.5% | $150,045-8.1% | $84,808+62.6% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 20.92% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $8,976 | $3,561+152.0% | $4,693+91.3% | $2,631+241.2% |
| Participant deferral / active EE | $9,651 | $6,636+45.4% | $7,997+20.7% | $4,212+129.1% |
| Admin fee / account holder | $7,321 | $8,568-14.6% | $13,435-45.5% | $7,344-0.3% |