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 | $110,919 | $72,492+53.0% | $87,100+27.3% | $72,985+52.0% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 28.57% | 24.46%+4.1pp | 28.19%+0.4pp | 81.00%-52.4pp |
| Employer contribution / active EE | $1,065 | $1,894-43.8% | $2,521-57.8% | $2,440-56.4% |
| Participant deferral / active EE | $6,918 | $3,270+111.6% | $4,049+70.9% | $3,607+91.8% |
| Admin fee / account holder | $10,742 | $5,055+112.5% | $7,497+43.3% | $5,124+109.6% |