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 | $122,728 | $89,355+37.3% | $141,162-13.1% | $72,985+68.2% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 21.96% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,256 | $3,114+4.6% | $4,735-31.2% | $2,440+33.5% |
| Participant deferral / active EE | $9,903 | $5,418+82.8% | $6,709+47.6% | $3,607+174.5% |
| Admin fee / account holder | $5,557 | $5,958-6.7% | $10,261-45.8% | $5,124+8.5% |