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 | $128,299 | $72,492+77.0% | $87,100+47.3% | $72,985+75.8% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 21.29% | 24.46%-3.2pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,164 | $1,894+14.2% | $2,521-14.2% | $2,440-11.3% |
| Participant deferral / active EE | $8,308 | $3,270+154.1% | $4,049+105.2% | $3,607+130.3% |
| Admin fee / account holder | $8,499 | $5,055+68.1% | $7,497+13.4% | $5,124+65.9% |