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 | $123,640 | $80,968+52.7% | $96,544+28.1% | $75,163+64.5% |
| Participation rate | 94.1% | 71.8%+22.4pp | 76.0%+18.2pp | 67.2%+26.9pp |
| Annual return | 15.26% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $5,113 | $2,282+124.1% | $2,965+72.5% | $2,670+91.5% |
| Participant deferral / active EE | $9,668 | $3,928+146.1% | $4,851+99.3% | $4,125+134.4% |
| Admin fee / account holder | $7,517 | $6,724+11.8% | $8,252-8.9% | $5,651+33.0% |