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 | $80,673+71.1% | $101,326+36.2% | $84,808+62.8% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 16.07% | 38.95%-22.9pp | 36.82%-20.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $8,365 | $2,698+210.1% | $3,665+128.2% | $2,631+218.0% |
| Participant deferral / active EE | $9,614 | $6,840+40.5% | $7,994+20.3% | $4,212+128.3% |
| Admin fee / account holder | $9,390 | $12,784-26.6% | $11,185-16.0% | $7,344+27.9% |