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 | $118,903 | $81,460+46.0% | $103,333+15.1% | $80,856+47.1% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 14.43% | 25.55%-11.1pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,726 | $3,105+20.0% | $3,868-3.7% | $2,755+35.3% |
| Participant deferral / active EE | $9,388 | $3,869+142.7% | $5,057+85.6% | $4,296+118.6% |
| Admin fee / account holder | $19,184 | $6,566+192.2% | $8,355+129.6% | $6,918+177.3% |