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 | $129,351 | $60,349+114.3% | $74,183+74.4% | $62,891+105.7% |
| Participation rate | 99.0% | 72.7%+26.2pp | 76.6%+22.4pp | 69.3%+29.7pp |
| Annual return | 6.11% | 21.37%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,884 | $1,680+12.1% | $2,370-20.5% | $2,281-17.4% |
| Participant deferral / active EE | $5,136 | $2,856+79.8% | $3,550+44.7% | $3,203+60.4% |
| Admin fee / account holder | $9,804 | $4,261+130.1% | $5,586+75.5% | $4,296+128.2% |