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 | $138,282 | $80,673+71.4% | $101,326+36.5% | $84,808+63.1% |
| Participation rate | 90.6% | 77.8%+12.8pp | 81.5%+9.1pp | 68.3%+22.3pp |
| Annual return | 15.78% | 38.95%-23.2pp | 36.82%-21.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,323 | $2,698+23.2% | $3,665-9.3% | $2,631+26.3% |
| Participant deferral / active EE | $9,905 | $6,840+44.8% | $7,994+23.9% | $4,212+135.2% |
| Admin fee / account holder | $15,196 | $12,784+18.9% | $11,185+35.9% | $7,344+106.9% |