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 | $130,342 | $109,881+18.6% | $150,045-13.1% | $84,808+53.7% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 14.82% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,860 | $3,561+36.5% | $4,693+3.6% | $2,631+84.7% |
| Participant deferral / active EE | $9,326 | $6,636+40.5% | $7,997+16.6% | $4,212+121.4% |
| Admin fee / account holder | $6,611 | $8,568-22.8% | $13,435-50.8% | $7,344-10.0% |