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 | $138,484 | $106,749+29.7% | $145,433-4.8% | $82,448+68.0% |
| Participation rate | 96.7% | 75.6%+21.1pp | 82.1%+14.6pp | 68.1%+28.7pp |
| Annual return | 16.04% | 27.59%-11.6pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,251 | $3,444+23.4% | $4,554-6.7% | $2,551+66.7% |
| Participant deferral / active EE | $8,743 | $6,519+34.1% | $7,897+10.7% | $4,139+111.2% |
| Admin fee / account holder | $20,008 | $8,390+138.5% | $13,129+52.4% | $7,234+176.6% |