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 | $135,765 | $109,413+24.1% | $156,263-13.1% | $84,808+60.1% |
| Participation rate | 84.2% | 72.7%+11.5pp | 78.9%+5.3pp | 68.3%+15.9pp |
| Annual return | 13.33% | 20.18%-6.9pp | 59.47%-46.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,401 | $2,907+51.4% | $4,333+1.6% | $2,631+67.3% |
| Participant deferral / active EE | $9,811 | $4,590+113.8% | $6,158+59.3% | $4,212+133.0% |
| Admin fee / account holder | $39,837 | $9,357+325.8% | $14,255+179.5% | $7,344+442.5% |