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 | $139,363 | $89,355+56.0% | $141,162-1.3% | $72,985+90.9% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 24.63% | 111.85%-87.2pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $5,322 | $3,114+70.9% | $4,735+12.4% | $2,440+118.1% |
| Participant deferral / active EE | $8,810 | $5,418+62.6% | $6,709+31.3% | $3,607+144.2% |
| Admin fee / account holder | $10,441 | $5,958+75.2% | $10,261+1.8% | $5,124+103.8% |