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 | $128,509 | $68,547+87.5% | $120,354+6.8% | $80,856+58.9% |
| Participation rate | 96.7% | 61.6%+35.1pp | 71.9%+24.8pp | 67.6%+29.1pp |
| Annual return | 17.31% | 23.60%-6.3pp | 107.15%-89.8pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,890 | $2,051+89.6% | $3,463+12.3% | $2,755+41.2% |
| Participant deferral / active EE | $7,282 | $3,173+129.5% | $4,991+45.9% | $4,296+69.5% |
| Admin fee / account holder | $7,335 | $5,732+28.0% | $9,423-22.2% | $6,918+6.0% |