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 | $119,109 | $89,355+33.3% | $141,162-15.6% | $72,985+63.2% |
| Participation rate | 95.2% | 75.1%+20.0pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 20.96% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $4,442 | $3,114+42.6% | $4,735-6.2% | $2,440+82.1% |
| Participant deferral / active EE | $9,254 | $5,418+70.8% | $6,709+37.9% | $3,607+156.5% |
| Admin fee / account holder | $6,066 | $5,958+1.8% | $10,261-40.9% | $5,124+18.4% |