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 | $145,245 | $91,407+58.9% | $135,903+6.9% | $71,457+103.3% |
| Participation rate | 95.0% | 75.7%+19.4pp | 81.9%+13.1pp | 67.9%+27.1pp |
| Annual return | 21.13% | 29.90%-8.8pp | 68.23%-47.1pp | 28.85%-7.7pp |
| Employer contribution / active EE | $3,632 | $3,703-1.9% | $4,856-25.2% | $2,588+40.4% |
| Participant deferral / active EE | $6,929 | $7,092-2.3% | $7,758-10.7% | $4,289+61.6% |
| Admin fee / account holder | $4,059 | $1,266+220.6% | $10,762-62.3% | $1,587+155.7% |