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 | $95,803+34.2% | $113,168+13.6% | $84,808+51.6% |
| Participation rate | 94.6% | 72.9%+21.7pp | 76.6%+18.0pp | 68.3%+26.3pp |
| Annual return | 13.08% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,490 | $2,360+132.6% | $2,975+84.5% | $2,631+108.7% |
| Participant deferral / active EE | $9,269 | $4,242+118.5% | $5,107+81.5% | $4,212+120.1% |
| Admin fee / account holder | $11,006 | $8,989+22.4% | $12,068-8.8% | $7,344+49.9% |