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 | $124,000 | $68,573+80.8% | $120,368+3.0% | $80,874+53.3% |
| Participation rate | 89.5% | 61.6%+27.9pp | 71.9%+17.6pp | 67.6%+21.8pp |
| Annual return | 11.44% | 23.61%-12.2pp | 107.26%-95.8pp | 35.62%-24.2pp |
| Employer contribution / active EE | $4,432 | $2,052+116.0% | $3,465+27.9% | $2,756+60.8% |
| Participant deferral / active EE | $6,172 | $3,174+94.5% | $4,991+23.7% | $4,297+43.6% |
| Admin fee / account holder | $10,564 | $5,734+84.2% | $9,429+12.0% | $6,935+52.3% |