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 | $118,141 | $87,013+35.8% | $106,213+11.2% | $80,856+46.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 19.01% | 17.05%+2.0pp | 116.14%-97.1pp | 35.59%-16.6pp |
| Employer contribution / active EE | $3,414 | $2,395+42.5% | $3,171+7.6% | $2,755+23.9% |
| Participant deferral / active EE | $8,094 | $3,986+103.1% | $5,016+61.4% | $4,296+88.4% |
| Admin fee / account holder | $9,122 | $8,431+8.2% | $11,033-17.3% | $6,918+31.9% |