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 | $122,809 | $125,758-2.3% | $169,993-27.8% | $75,163+63.4% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.0%+11.1pp | 67.2%+30.9pp |
| Annual return | 19.29% | 27.20%-7.9pp | 53.37%-34.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $7,603 | $4,615+64.8% | $6,785+12.1% | $2,670+184.8% |
| Participant deferral / active EE | $9,530 | $6,837+39.4% | $10,408-8.4% | $4,125+131.0% |
| Admin fee / account holder | $16,977 | $8,173+107.7% | $12,815+32.5% | $5,651+200.4% |