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 | $139,180 | $109,881+26.7% | $150,045-7.2% | $84,808+64.1% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 19.52% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,612 | $3,561+57.6% | $4,693+19.6% | $2,631+113.3% |
| Participant deferral / active EE | $12,966 | $6,636+95.4% | $7,997+62.1% | $4,212+207.9% |
| Admin fee / account holder | $9,132 | $8,568+6.6% | $13,435-32.0% | $7,344+24.4% |