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 | $121,765 | $74,927+62.5% | $101,794+19.6% | $84,808+43.6% |
| Participation rate | 96.4% | 61.4%+35.0pp | 69.2%+27.2pp | 68.3%+28.1pp |
| Annual return | 16.85% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,209 | $1,522+110.9% | $2,289+40.2% | $2,631+22.0% |
| Participant deferral / active EE | $5,802 | $3,099+87.2% | $4,084+42.1% | $4,212+37.8% |
| Admin fee / account holder | $12,398 | $6,514+90.3% | $8,777+41.3% | $7,344+68.8% |