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 | $125,771 | $80,717+55.8% | $154,803-18.8% | $84,808+48.3% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 15.44% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,576 | $2,761+101.9% | $4,305+29.5% | $2,631+111.9% |
| Participant deferral / active EE | $4,840 | $3,303+46.5% | $5,540-12.6% | $4,212+14.9% |
| Admin fee / account holder | $1,174 | $6,746-82.6% | $14,329-91.8% | $7,344-84.0% |