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 | $129,510 | $93,571+38.4% | $135,903-4.7% | $75,163+72.3% |
| Participation rate | 81.0% | 75.2%+5.8pp | 81.9%-1.0pp | 67.2%+13.8pp |
| Annual return | 25.11% | 30.90%-5.8pp | 68.23%-43.1pp | 160.62%-135.5pp |
| Employer contribution / active EE | $7,193 | $3,537+103.4% | $4,856+48.1% | $2,670+169.4% |
| Participant deferral / active EE | $12,547 | $6,404+95.9% | $7,758+61.7% | $4,125+204.1% |
| Admin fee / account holder | $5,757 | $6,975-17.5% | $10,762-46.5% | $5,651+1.9% |