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 | $121,927 | $78,672+55.0% | $109,143+11.7% | $85,850+42.0% |
| Participation rate | 85.2% | 68.3%+16.9pp | 75.9%+9.3pp | 69.3%+15.9pp |
| Annual return | 13.09% | 25.09%-12.0pp | 25.75%-12.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,288 | $2,735+20.2% | $3,722-11.7% | $2,565+28.2% |
| Participant deferral / active EE | $3,025 | $3,467-12.8% | $4,653-35.0% | $3,952-23.5% |
| Admin fee / account holder | $8,534 | $5,469+56.0% | $6,752+26.4% | $6,260+36.3% |