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 | $125,933 | $94,031+33.9% | $115,768+8.8% | $82,448+52.7% |
| Participation rate | 95.7% | 70.4%+25.3pp | 74.4%+21.4pp | 68.1%+27.7pp |
| Annual return | 14.67% | 20.61%-5.9pp | 100.46%-85.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,331 | $2,323+43.4% | $2,940+13.3% | $2,551+30.6% |
| Participant deferral / active EE | $8,246 | $3,972+107.6% | $4,917+67.7% | $4,139+99.2% |
| Admin fee / account holder | $4,193 | $10,249-59.1% | $12,439-66.3% | $7,234-42.0% |