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 | $129,065 | $81,460+58.4% | $103,333+24.9% | $80,856+59.6% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 10.89% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,656 | $3,105+17.7% | $3,868-5.5% | $2,755+32.7% |
| Participant deferral / active EE | $8,924 | $3,869+130.7% | $5,057+76.5% | $4,296+107.7% |
| Admin fee / account holder | $17,411 | $6,566+165.2% | $8,355+108.4% | $6,918+151.7% |