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 | $115,282 | $86,891+32.7% | $142,449-19.1% | $75,163+53.4% |
| Participation rate | 93.1% | 68.5%+24.6pp | 76.8%+16.3pp | 67.2%+25.9pp |
| Annual return | 17.95% | 23.31%-5.4pp | 19.99%-2.0pp | 160.62%-142.7pp |
| Employer contribution / active EE | $7,953 | $3,355+137.0% | $4,847+64.1% | $2,670+197.9% |
| Participant deferral / active EE | $14,199 | $4,938+187.6% | $6,283+126.0% | $4,125+244.2% |
| Admin fee / account holder | $11,764 | $7,299+61.2% | $10,011+17.5% | $5,651+108.2% |