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 | $129,771 | $81,460+59.3% | $103,333+25.6% | $80,856+60.5% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 11.80% | 25.55%-13.7pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $8,851 | $3,105+185.0% | $3,868+128.8% | $2,755+221.3% |
| Participant deferral / active EE | $10,220 | $3,869+164.2% | $5,057+102.1% | $4,296+137.9% |
| Admin fee / account holder | $11,153 | $6,566+69.8% | $8,355+33.5% | $6,918+61.2% |