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 | $122,247 | $106,749+14.5% | $145,433-15.9% | $82,448+48.3% |
| Participation rate | 84.5% | 75.6%+8.8pp | 82.1%+2.4pp | 68.1%+16.4pp |
| Annual return | 16.12% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $5,801 | $3,444+68.4% | $4,554+27.4% | $2,551+127.4% |
| Participant deferral / active EE | $16,787 | $6,519+157.5% | $7,897+112.6% | $4,139+305.5% |
| Admin fee / account holder | $25,542 | $8,390+204.4% | $13,129+94.5% | $7,234+253.1% |