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 | $124,521 | $95,803+30.0% | $113,168+10.0% | $84,808+46.8% |
| Participation rate | 86.5% | 72.9%+13.6pp | 76.6%+9.9pp | 68.3%+18.2pp |
| Annual return | 13.79% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,906 | $2,360+65.5% | $2,975+31.3% | $2,631+48.5% |
| Participant deferral / active EE | $4,973 | $4,242+17.2% | $5,107-2.6% | $4,212+18.1% |
| Admin fee / account holder | $3,475 | $8,989-61.3% | $12,068-71.2% | $7,344-52.7% |