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 | $122,883 | $89,753+36.9% | $107,525+14.3% | $84,808+44.9% |
| Participation rate | 89.2% | 68.1%+21.1pp | 75.1%+14.1pp | 68.3%+20.8pp |
| Annual return | 12.94% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,373 | $3,113+8.4% | $3,754-10.1% | $2,631+28.2% |
| Participant deferral / active EE | $9,308 | $4,056+129.5% | $5,116+82.0% | $4,212+121.0% |
| Admin fee / account holder | $8,822 | $7,222+22.2% | $8,919-1.1% | $7,344+20.1% |