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 | $138,223 | $77,503+78.3% | $100,391+37.7% | $80,856+70.9% |
| Participation rate | 84.0% | 76.9%+7.1pp | 81.5%+2.5pp | 67.6%+16.4pp |
| Annual return | 42.22% | 37.20%+5.0pp | 49.20%-7.0pp | 35.59%+6.6pp |
| Employer contribution / active EE | $3,138 | $2,801+12.0% | $3,942-20.4% | $2,755+13.9% |
| Participant deferral / active EE | $9,094 | $6,820+33.3% | $8,082+12.5% | $4,296+111.7% |
| Admin fee / account holder | $383 | $5,897-93.5% | $7,899-95.2% | $6,918-94.5% |