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 | $122,444 | $77,503+58.0% | $100,391+22.0% | $80,856+51.4% |
| Participation rate | 98.5% | 76.9%+21.5pp | 81.5%+17.0pp | 67.6%+30.8pp |
| Annual return | 16.29% | 37.20%-20.9pp | 49.20%-32.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,422 | $2,801-49.2% | $3,942-63.9% | $2,755-48.4% |
| Participant deferral / active EE | $7,205 | $6,820+5.6% | $8,082-10.8% | $4,296+67.7% |
| Admin fee / account holder | $19,212 | $5,897+225.8% | $7,899+143.2% | $6,918+177.7% |