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 | $107,672 | $93,571+15.1% | $135,903-20.8% | $75,163+43.3% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 21.29% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $9,709 | $3,537+174.5% | $4,856+99.9% | $2,670+263.7% |
| Participant deferral / active EE | $7,454 | $6,404+16.4% | $7,758-3.9% | $4,125+80.7% |
| Admin fee / account holder | $2,604 | $6,975-62.7% | $10,762-75.8% | $5,651-53.9% |