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 | $128,138 | $56,897+125.2% | $84,750+51.2% | $62,891+103.7% |
| Participation rate | 74.0% | 68.5%+5.4pp | 76.6%-2.6pp | 69.3%+4.7pp |
| Annual return | 8.60% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.5pp |
| Employer contribution / active EE | $9,427 | $2,400+292.8% | $3,574+163.7% | $2,281+313.3% |
| Participant deferral / active EE | $3,089 | $2,709+14.0% | $3,712-16.8% | $3,203-3.5% |
| Admin fee / account holder | $8,882 | $3,581+148.0% | $5,332+66.6% | $4,296+106.8% |