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 | $120,447 | $95,803+25.7% | $113,168+6.4% | $84,808+42.0% |
| Participation rate | 93.7% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 15.52% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,958 | $2,360+67.7% | $2,975+33.0% | $2,631+50.4% |
| Participant deferral / active EE | $13,564 | $4,242+219.8% | $5,107+165.6% | $4,212+222.1% |
| Admin fee / account holder | $9,366 | $8,989+4.2% | $12,068-22.4% | $7,344+27.5% |