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 | $123,615 | $89,753+37.7% | $107,525+15.0% | $84,808+45.8% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 13.34% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,820 | $3,113+54.8% | $3,754+28.4% | $2,631+83.2% |
| Participant deferral / active EE | $5,549 | $4,056+36.8% | $5,116+8.5% | $4,212+31.7% |
| Admin fee / account holder | $7,700 | $7,222+6.6% | $8,919-13.7% | $7,344+4.9% |