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 | $124,324 | $76,367+62.8% | $93,606+32.8% | $72,985+70.3% |
| Participation rate | 79.2% | 71.7%+7.4pp | 75.8%+3.3pp | 69.5%+9.7pp |
| Annual return | 23.42% | 25.82%-2.4pp | 32.76%-9.3pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,069 | $2,275+34.9% | $2,718+12.9% | $2,440+25.8% |
| Participant deferral / active EE | $7,011 | $3,538+98.2% | $4,069+72.3% | $3,607+94.3% |
| Admin fee / account holder | $22,128 | $6,838+223.6% | $7,888+180.5% | $5,124+331.8% |