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 | $129,544 | $81,460+59.0% | $103,333+25.4% | $80,856+60.2% |
| Participation rate | 80.3% | 66.8%+13.5pp | 74.5%+5.8pp | 67.6%+12.7pp |
| Annual return | 15.13% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,296 | $3,105+70.6% | $3,868+36.9% | $2,755+92.2% |
| Participant deferral / active EE | $4,205 | $3,869+8.7% | $5,057-16.9% | $4,296-2.1% |
| Admin fee / account holder | $1,796 | $6,566-72.6% | $8,355-78.5% | $6,918-74.0% |