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 | $138,698 | $72,012+92.6% | $185,823-25.4% | $79,858+73.7% |
| Participation rate | 89.1% | 65.8%+23.3pp | 78.0%+11.1pp | 69.6%+19.5pp |
| Annual return | 14.79% | 23.12%-8.3pp | 35.95%-21.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $4,464 | $1,965+127.2% | $4,087+9.2% | $2,471+80.7% |
| Participant deferral / active EE | $10,898 | $3,779+188.4% | $5,632+93.5% | $3,740+191.4% |
| Admin fee / account holder | $5,265 | $4,513+16.7% | $9,500-44.6% | $5,306-0.8% |