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 | $122,685 | $106,749+14.9% | $145,433-15.6% | $82,448+48.8% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 18.77% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $5,316 | $3,444+54.3% | $4,554+16.7% | $2,551+108.4% |
| Participant deferral / active EE | $9,942 | $6,519+52.5% | $7,897+25.9% | $4,139+140.2% |
| Admin fee / account holder | $2,712 | $8,390-67.7% | $13,129-79.3% | $7,234-62.5% |