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 | $118,950 | $93,571+27.1% | $135,903-12.5% | $75,163+58.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 22.93% | 30.90%-8.0pp | 68.23%-45.3pp | 160.62%-137.7pp |
| Employer contribution / active EE | $4,216 | $3,537+19.2% | $4,856-13.2% | $2,670+57.9% |
| Participant deferral / active EE | $9,226 | $6,404+44.1% | $7,758+18.9% | $4,125+123.7% |
| Admin fee / account holder | $17,117 | $6,975+145.4% | $10,762+59.1% | $5,651+202.9% |