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 | $121,976 | $95,803+27.3% | $113,168+7.8% | $84,808+43.8% |
| Participation rate | 95.7% | 72.9%+22.8pp | 76.6%+19.1pp | 68.3%+27.4pp |
| Annual return | 12.99% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,401 | $2,360+44.1% | $2,975+14.3% | $2,631+29.3% |
| Participant deferral / active EE | $5,209 | $4,242+22.8% | $5,107+2.0% | $4,212+23.7% |
| Admin fee / account holder | $10,280 | $8,989+14.4% | $12,068-14.8% | $7,344+40.0% |