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 | $128,705 | $71,050+81.1% | $93,606+37.5% | $80,856+59.2% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.6%+23.3pp |
| Annual return | 13.45% | 11.26%+2.2pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,411 | $1,564+54.2% | $2,420-0.4% | $2,755-12.5% |
| Participant deferral / active EE | $1,661 | $4,034-58.8% | $4,411-62.4% | $4,296-61.3% |
| Admin fee / account holder | $6,734 | $6,945-3.0% | $8,285-18.7% | $6,918-2.7% |