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 | $138,048 | $78,520+75.8% | $96,576+42.9% | $82,448+67.4% |
| Participation rate | 92.9% | 77.7%+15.1pp | 81.4%+11.4pp | 68.1%+24.8pp |
| Annual return | 16.07% | 41.30%-25.2pp | 38.47%-22.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $8,365 | $2,630+218.1% | $3,553+135.4% | $2,551+227.9% |
| Participant deferral / active EE | $9,614 | $6,754+42.3% | $7,956+20.8% | $4,139+132.3% |
| Admin fee / account holder | $9,390 | $13,455-30.2% | $11,381-17.5% | $7,234+29.8% |