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 | $127,191 | $95,803+32.8% | $113,168+12.4% | $84,808+50.0% |
| Participation rate | 98.1% | 72.9%+25.2pp | 76.6%+21.5pp | 68.3%+29.8pp |
| Annual return | 17.89% | 25.00%-7.1pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $8,209 | $2,360+247.8% | $2,975+175.9% | $2,631+212.0% |
| Participant deferral / active EE | $6,918 | $4,242+63.1% | $5,107+35.5% | $4,212+64.3% |
| Admin fee / account holder | $8,421 | $8,989-6.3% | $12,068-30.2% | $7,344+14.7% |