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 | $128,126 | $89,355+43.4% | $141,162-9.2% | $72,985+75.6% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 20.83% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,318 | $3,114+6.5% | $4,735-29.9% | $2,440+36.0% |
| Participant deferral / active EE | $9,102 | $5,418+68.0% | $6,709+35.7% | $3,607+152.3% |
| Admin fee / account holder | $6,632 | $5,958+11.3% | $10,261-35.4% | $5,124+29.4% |