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 | $135,990 | $89,355+52.2% | $141,162-3.7% | $72,985+86.3% |
| Participation rate | 98.5% | 75.1%+23.3pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 21.05% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,466 | $3,114+11.3% | $4,735-26.8% | $2,440+42.1% |
| Participant deferral / active EE | $8,692 | $5,418+60.4% | $6,709+29.6% | $3,607+140.9% |
| Admin fee / account holder | $5,963 | $5,958+0.1% | $10,261-41.9% | $5,124+16.4% |