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 | $122,975 | $93,571+31.4% | $135,903-9.5% | $75,163+63.6% |
| Participation rate | 93.9% | 75.2%+18.8pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 22.51% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $10,094 | $3,537+185.4% | $4,856+107.9% | $2,670+278.1% |
| Participant deferral / active EE | $20,085 | $6,404+213.6% | $7,758+158.9% | $4,125+386.9% |
| Admin fee / account holder | $3,364 | $6,975-51.8% | $10,762-68.7% | $5,651-40.5% |