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 | $120,513 | $78,422+53.7% | $95,952+25.6% | $79,858+50.9% |
| Participation rate | 93.5% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.9pp |
| Annual return | 14.90% | 19.37%-4.5pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,469 | $1,945+26.9% | $2,541-2.8% | $2,471-0.1% |
| Participant deferral / active EE | $4,356 | $3,440+26.6% | $4,167+4.5% | $3,740+16.5% |
| Admin fee / account holder | $8,840 | $5,622+57.2% | $6,795+30.1% | $5,306+66.6% |