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 | $123,788 | $89,355+38.5% | $141,162-12.3% | $72,985+69.6% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 22.41% | 111.85%-89.4pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $7,614 | $3,114+144.5% | $4,735+60.8% | $2,440+212.1% |
| Participant deferral / active EE | $12,188 | $5,418+125.0% | $6,709+81.7% | $3,607+237.9% |
| Admin fee / account holder | $15,822 | $5,958+165.6% | $10,261+54.2% | $5,124+208.8% |