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 | $127,254 | $67,606+88.2% | $82,313+54.6% | $70,131+81.5% |
| Participation rate | 85.9% | 72.8%+13.1pp | 76.9%+9.0pp | 69.5%+16.4pp |
| Annual return | 18.21% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,224 | $1,755+26.8% | $2,428-8.4% | $2,342-5.0% |
| Participant deferral / active EE | $5,007 | $2,987+67.6% | $3,706+35.1% | $3,332+50.3% |
| Admin fee / account holder | $12,276 | $4,512+172.1% | $5,608+118.9% | $4,645+164.3% |