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 | $118,682 | $80,717+47.0% | $154,803-23.3% | $84,808+39.9% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 13.23% | 37.96%-24.7pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $4,114 | $2,761+49.0% | $4,305-4.4% | $2,631+56.4% |
| Participant deferral / active EE | $3,821 | $3,303+15.7% | $5,540-31.0% | $4,212-9.3% |
| Admin fee / account holder | $7,873 | $6,746+16.7% | $14,329-45.1% | $7,344+7.2% |