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 | $132,762 | $89,355+48.6% | $141,162-6.0% | $72,985+81.9% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 22.89% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,980 | $3,114+27.8% | $4,735-15.9% | $2,440+63.1% |
| Participant deferral / active EE | $8,822 | $5,418+62.8% | $6,709+31.5% | $3,607+144.6% |
| Admin fee / account holder | $1,241 | $5,958-79.2% | $10,261-87.9% | $5,124-75.8% |