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 | $132,937 | $101,724+30.7% | $164,813-19.3% | $80,856+64.4% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.1pp | 67.6%+29.0pp |
| Annual return | 15.86% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,396 | $2,953+82.7% | $4,341+24.3% | $2,755+95.9% |
| Participant deferral / active EE | $15,160 | $4,477+238.6% | $6,031+151.3% | $4,296+252.9% |
| Admin fee / account holder | $4,328 | $8,227-47.4% | $12,690-65.9% | $6,918-37.4% |