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 | $124,007 | $72,492+71.1% | $87,100+42.4% | $72,985+69.9% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 21.17% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $6,204 | $1,894+227.6% | $2,521+146.1% | $2,440+154.3% |
| Participant deferral / active EE | $8,636 | $3,270+164.1% | $4,049+113.3% | $3,607+139.4% |
| Admin fee / account holder | $22,785 | $5,055+350.8% | $7,497+203.9% | $5,124+344.6% |