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 | $109,834 | $93,571+17.4% | $135,903-19.2% | $75,163+46.1% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 28.74% | 30.90%-2.2pp | 68.23%-39.5pp | 160.62%-131.9pp |
| Employer contribution / active EE | $6,059 | $3,537+71.3% | $4,856+24.8% | $2,670+127.0% |
| Participant deferral / active EE | $14,672 | $6,404+129.1% | $7,758+89.1% | $4,125+255.7% |
| Admin fee / account holder | $5,832 | $6,975-16.4% | $10,762-45.8% | $5,651+3.2% |