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 | $127,732 | $81,460+56.8% | $103,333+23.6% | $80,856+58.0% |
| Participation rate | 98.7% | 66.8%+31.8pp | 74.5%+24.2pp | 67.6%+31.0pp |
| Annual return | 11.63% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $11,704 | $3,105+276.9% | $3,868+202.6% | $2,755+324.9% |
| Participant deferral / active EE | $6,847 | $3,869+77.0% | $5,057+35.4% | $4,296+59.4% |
| Admin fee / account holder | $7,160 | $6,566+9.0% | $8,355-14.3% | $6,918+3.5% |