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 | $129,114 | $76,552+68.7% | $123,892+4.2% | $62,891+105.3% |
| Participation rate | 95.1% | 73.0%+22.1pp | 81.4%+13.7pp | 69.3%+25.8pp |
| Annual return | 8.57% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $9,076 | $2,883+214.9% | $4,617+96.6% | $2,281+297.9% |
| Participant deferral / active EE | $9,139 | $4,840+88.8% | $5,984+52.7% | $3,203+185.3% |
| Admin fee / account holder | $5,568 | $4,826+15.4% | $8,357-33.4% | $4,296+29.6% |