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 | $128,576 | $95,453+34.7% | $112,040+14.8% | $82,448+55.9% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.5%+18.1pp | 68.1%+26.5pp |
| Annual return | 13.08% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $5,490 | $2,318+136.9% | $2,954+85.9% | $2,551+115.2% |
| Participant deferral / active EE | $9,269 | $4,224+119.5% | $5,098+81.8% | $4,139+123.9% |
| Admin fee / account holder | $11,006 | $9,013+22.1% | $12,098-9.0% | $7,234+52.1% |