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 | $127,687 | $73,787+73.0% | $98,716+29.3% | $82,448+54.9% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.3%+20.7pp | 68.1%+21.9pp |
| Annual return | 18.88% | 18.57%+0.3pp | 31.81%-12.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,999 | $1,511+98.4% | $2,279+31.6% | $2,551+17.6% |
| Participant deferral / active EE | $6,288 | $3,081+104.1% | $4,048+55.4% | $4,139+51.9% |
| Admin fee / account holder | $2,504 | $6,500-61.5% | $8,703-71.2% | $7,234-65.4% |