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 | $134,875 | $89,355+50.9% | $141,162-4.5% | $72,985+84.8% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | 19.53% | 111.85%-92.3pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,362 | $3,114+8.0% | $4,735-29.0% | $2,440+37.8% |
| Participant deferral / active EE | $8,746 | $5,418+61.4% | $6,709+30.4% | $3,607+142.4% |
| Admin fee / account holder | $4,336 | $5,958-27.2% | $10,261-57.7% | $5,124-15.4% |