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 | $125,013 | $81,460+53.5% | $103,333+21.0% | $80,856+54.6% |
| Participation rate | 98.5% | 66.8%+31.6pp | 74.5%+24.0pp | 67.6%+30.8pp |
| Annual return | 15.33% | 25.55%-10.2pp | 24.88%-9.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $7,974 | $3,105+156.8% | $3,868+106.2% | $2,755+189.5% |
| Participant deferral / active EE | $5,545 | $3,869+43.3% | $5,057+9.6% | $4,296+29.1% |
| Admin fee / account holder | $1,499 | $6,566-77.2% | $8,355-82.1% | $6,918-78.3% |