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 | $127,797 | $72,277+76.8% | $101,248+26.2% | $79,858+60.0% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 15.42% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,299 | $2,692+22.6% | $3,660-9.9% | $2,471+33.5% |
| Participant deferral / active EE | $5,974 | $3,282+82.0% | $4,370+36.7% | $3,740+59.7% |
| Admin fee / account holder | $15,365 | $4,400+249.2% | $5,945+158.4% | $5,306+189.6% |