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 | $129,762 | $109,881+18.1% | $150,045-13.5% | $84,808+53.0% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.2pp | 68.3%+30.2pp |
| Annual return | 18.68% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $6,644 | $3,561+86.6% | $4,693+41.6% | $2,631+152.5% |
| Participant deferral / active EE | $15,359 | $6,636+131.4% | $7,997+92.1% | $4,212+264.7% |
| Admin fee / account holder | $2,769 | $8,568-67.7% | $13,435-79.4% | $7,344-62.3% |