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 | $140,010 | $91,552+52.9% | $133,956+4.5% | $79,858+75.3% |
| Participation rate | 79.5% | 73.3%+6.1pp | 79.8%-0.4pp | 69.6%+9.9pp |
| Annual return | 23.77% | 61.85%-38.1pp | 45.09%-21.3pp | 31.71%-7.9pp |
| Employer contribution / active EE | $3,185 | $2,384+33.6% | $3,919-18.7% | $2,471+28.9% |
| Participant deferral / active EE | $8,460 | $3,733+126.6% | $5,048+67.6% | $3,740+126.2% |
| Admin fee / account holder | $2,528 | $6,321-60.0% | $8,927-71.7% | $5,306-52.4% |