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 | $122,095 | $63,355+92.7% | $91,989+32.7% | $72,985+67.3% |
| Participation rate | 78.1% | 72.5%+5.6pp | 78.6%-0.5pp | 69.5%+8.6pp |
| Annual return | 32.00% | 35.35%-3.3pp | 69.02%-37.0pp | 81.00%-49.0pp |
| Employer contribution / active EE | $2,705 | $2,116+27.9% | $3,452-21.6% | $2,440+10.9% |
| Participant deferral / active EE | $10,683 | $4,883+118.8% | $5,923+80.4% | $3,607+196.1% |
| Admin fee / account holder | $6,514 | $4,668+39.5% | $7,743-15.9% | $5,124+27.1% |