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 | $129,275 | $109,881+17.7% | $150,045-13.8% | $84,808+52.4% |
| Participation rate | 94.2% | 76.1%+18.1pp | 82.3%+11.9pp | 68.3%+25.9pp |
| Annual return | 19.52% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $9,487 | $3,561+166.4% | $4,693+102.1% | $2,631+260.6% |
| Participant deferral / active EE | $10,112 | $6,636+52.4% | $7,997+26.4% | $4,212+140.1% |
| Admin fee / account holder | $6,260 | $8,568-26.9% | $13,435-53.4% | $7,344-14.8% |