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 | $120,998 | $94,625+27.9% | $116,228+4.1% | $84,808+42.7% |
| Participation rate | 79.1% | 70.4%+8.6pp | 74.6%+4.5pp | 68.3%+10.8pp |
| Annual return | 17.10% | 20.40%-3.3pp | 90.06%-73.0pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,245 | $2,347+38.3% | $2,994+8.4% | $2,631+23.3% |
| Participant deferral / active EE | $8,511 | $3,972+114.3% | $4,953+71.8% | $4,212+102.1% |
| Admin fee / account holder | $3,446 | $10,091-65.9% | $11,989-71.3% | $7,344-53.1% |