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 | $128,703 | $81,460+58.0% | $103,333+24.6% | $80,856+59.2% |
| Participation rate | 95.0% | 66.8%+28.2pp | 74.5%+20.5pp | 67.6%+27.4pp |
| Annual return | 17.03% | 25.55%-8.5pp | 24.88%-7.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,299 | $3,105+38.4% | $3,868+11.1% | $2,755+56.0% |
| Participant deferral / active EE | $5,500 | $3,869+42.2% | $5,057+8.8% | $4,296+28.0% |
| Admin fee / account holder | $9,739 | $6,566+48.3% | $8,355+16.6% | $6,918+40.8% |