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 | $104,923 | $65,246+60.8% | $98,716+6.3% | $67,986+54.3% |
| Participation rate | 93.8% | 51.4%+42.4pp | 69.3%+24.5pp | 57.2%+36.6pp |
| Annual return | 16.61% | 20.58%-4.0pp | 31.81%-15.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $5,626 | $1,042+439.9% | $2,279+146.9% | $2,019+178.7% |
| Participant deferral / active EE | $9,286 | $2,594+257.9% | $4,048+129.4% | $3,358+176.5% |
| Admin fee / account holder | $6,725 | $4,561+47.5% | $8,703-22.7% | $3,203+109.9% |