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 | $106,066 | $80,968+31.0% | $96,544+9.9% | $75,163+41.1% |
| Participation rate | 95.6% | 71.8%+23.8pp | 76.0%+19.6pp | 67.2%+28.4pp |
| Annual return | 17.68% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-142.9pp |
| Employer contribution / active EE | $4,545 | $2,282+99.2% | $2,965+53.3% | $2,670+70.2% |
| Participant deferral / active EE | $11,411 | $3,928+190.5% | $4,851+135.2% | $4,125+176.6% |
| Admin fee / account holder | $8,708 | $6,724+29.5% | $8,252+5.5% | $5,651+54.1% |