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 | $114,754 | $80,968+41.7% | $96,544+18.9% | $75,163+52.7% |
| Participation rate | 95.8% | 71.8%+24.1pp | 76.0%+19.9pp | 67.2%+28.6pp |
| Annual return | 17.03% | 27.06%-10.0pp | 25.84%-8.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,304 | $2,282+44.8% | $2,965+11.4% | $2,670+23.8% |
| Participant deferral / active EE | $5,613 | $3,928+42.9% | $4,851+15.7% | $4,125+36.1% |
| Admin fee / account holder | $9,047 | $6,724+34.5% | $8,252+9.6% | $5,651+60.1% |