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 | $130,084 | $109,881+18.4% | $150,045-13.3% | $84,808+53.4% |
| Participation rate | 90.8% | 76.1%+14.7pp | 82.3%+8.4pp | 68.3%+22.5pp |
| Annual return | 24.52% | 28.25%-3.7pp | 62.55%-38.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $4,592 | $3,561+28.9% | $4,693-2.2% | $2,631+74.5% |
| Participant deferral / active EE | $10,146 | $6,636+52.9% | $7,997+26.9% | $4,212+140.9% |
| Admin fee / account holder | $10,200 | $8,568+19.1% | $13,435-24.1% | $7,344+38.9% |