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 | $124,980 | $109,881+13.7% | $150,045-16.7% | $84,808+47.4% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 17.82% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,148 | $3,561+72.6% | $4,693+31.0% | $2,631+133.7% |
| Participant deferral / active EE | $10,922 | $6,636+64.6% | $7,997+36.6% | $4,212+159.3% |
| Admin fee / account holder | $9,457 | $8,568+10.4% | $13,435-29.6% | $7,344+28.8% |