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 | $115,991 | $89,355+29.8% | $141,162-17.8% | $72,985+58.9% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 22.92% | 111.85%-88.9pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,574 | $3,114+14.8% | $4,735-24.5% | $2,440+46.5% |
| Participant deferral / active EE | $8,344 | $5,418+54.0% | $6,709+24.4% | $3,607+131.3% |
| Admin fee / account holder | $9,369 | $5,958+57.2% | $10,261-8.7% | $5,124+82.8% |