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 | $126,015 | $109,881+14.7% | $150,045-16.0% | $84,808+48.6% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 21.09% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $6,394 | $3,561+79.5% | $4,693+36.2% | $2,631+143.0% |
| Participant deferral / active EE | $6,332 | $6,636-4.6% | $7,997-20.8% | $4,212+50.3% |
| Admin fee / account holder | $852 | $8,568-90.1% | $13,435-93.7% | $7,344-88.4% |