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 | $158,622 | $87,841+80.6% | $133,980+18.4% | $62,891+152.2% |
| Participation rate | 97.3% | 83.4%+13.9pp | 87.1%+10.2pp | 69.3%+28.0pp |
| Annual return | 11.08% | 12.05%-1.0pp | 29.30%-18.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $5,789 | $3,483+66.2% | $5,211+11.1% | $2,281+153.8% |
| Participant deferral / active EE | $10,741 | $4,812+123.2% | $6,282+71.0% | $3,203+235.3% |
| Admin fee / account holder | $4,350 | $5,371-19.0% | $9,324-53.3% | $4,296+1.3% |