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 | $119,701 | $73,981+61.8% | $105,722+13.2% | $62,891+90.3% |
| Participation rate | 89.5% | 71.7%+17.8pp | 78.9%+10.6pp | 69.3%+20.2pp |
| Annual return | 5.77% | 17.60%-11.8pp | 12.25%-6.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,683 | $2,856+63.9% | $4,079+14.8% | $2,281+105.3% |
| Participant deferral / active EE | $9,356 | $4,038+131.7% | $5,326+75.7% | $3,203+192.1% |
| Admin fee / account holder | $18,699 | $5,976+212.9% | $8,308+125.1% | $4,296+335.3% |