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 | $141,024 | $106,749+32.1% | $145,433-3.0% | $82,448+71.0% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 15.29% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $5,919 | $3,444+71.9% | $4,554+30.0% | $2,551+132.0% |
| Participant deferral / active EE | $8,232 | $6,519+26.3% | $7,897+4.2% | $4,139+98.9% |
| Admin fee / account holder | $3,087 | $8,390-63.2% | $13,129-76.5% | $7,234-57.3% |