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 | $131,045 | $79,944+63.9% | $98,439+33.1% | $75,163+74.3% |
| Participation rate | 98.1% | 70.4%+27.8pp | 75.2%+23.0pp | 67.2%+31.0pp |
| Annual return | 17.40% | 19.75%-2.3pp | 21.16%-3.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $8,698 | $2,264+284.2% | $3,048+185.4% | $2,670+225.8% |
| Participant deferral / active EE | $7,560 | $3,752+101.5% | $4,738+59.6% | $4,125+83.3% |
| Admin fee / account holder | $4,974 | $6,840-27.3% | $8,948-44.4% | $5,651-12.0% |