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 | $139,277 | $87,733+58.8% | $106,548+30.7% | $85,850+62.2% |
| Participation rate | 93.5% | 71.9%+21.6pp | 76.1%+17.4pp | 69.3%+24.2pp |
| Annual return | 13.73% | 21.86%-8.1pp | 26.80%-13.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $8,658 | $2,073+317.6% | $2,819+207.1% | $2,565+237.5% |
| Participant deferral / active EE | $7,008 | $3,469+102.0% | $4,398+59.3% | $3,952+77.3% |
| Admin fee / account holder | $7,399 | $6,767+9.3% | $7,407-0.1% | $6,260+18.2% |