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 | $114,060 | $70,475+61.8% | $100,516+13.5% | $79,858+42.8% |
| Participation rate | 82.5% | 73.7%+8.8pp | 79.4%+3.1pp | 69.6%+12.9pp |
| Annual return | 13.84% | 21.90%-8.1pp | 30.89%-17.0pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,027 | $2,165+39.9% | $3,418-11.4% | $2,471+22.5% |
| Participant deferral / active EE | $5,791 | $5,181+11.8% | $6,270-7.6% | $3,740+54.8% |
| Admin fee / account holder | $5,197 | $4,478+16.0% | $8,081-35.7% | $5,306-2.1% |