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 | $77,526 | $53,777+44.2% | $134,143-42.2% | $79,858-2.9% |
| Participation rate | 95.8% | 58.8%+37.1pp | 72.2%+23.7pp | 69.6%+26.2pp |
| Annual return | 15.20% | 19.01%-3.8pp | 36.33%-21.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $5,496 | $1,321+315.9% | $3,704+48.4% | $2,471+122.4% |
| Participant deferral / active EE | $5,918 | $2,420+144.5% | $3,499+69.1% | $3,740+58.2% |
| Admin fee / account holder | $7,445 | $3,984+86.9% | $6,684+11.4% | $5,306+40.3% |