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 | $131,361 | $74,927+75.3% | $101,794+29.0% | $84,808+54.9% |
| Participation rate | 98.2% | 61.4%+36.8pp | 69.2%+29.0pp | 68.3%+29.9pp |
| Annual return | 14.69% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,428 | $1,522+256.7% | $2,289+137.1% | $2,631+106.3% |
| Participant deferral / active EE | $7,026 | $3,099+126.7% | $4,084+72.0% | $4,212+66.8% |
| Admin fee / account holder | $8,784 | $6,514+34.9% | $8,777+0.1% | $7,344+19.6% |