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 | $131,287 | $55,706+135.7% | $75,886+73.0% | $72,985+79.9% |
| Participation rate | 90.2% | 61.1%+29.1pp | 69.3%+21.0pp | 69.5%+20.8pp |
| Annual return | 19.89% | 27.59%-7.7pp | 30.76%-10.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,863 | $1,687+69.8% | $2,500+14.5% | $2,440+17.3% |
| Participant deferral / active EE | $7,813 | $2,634+196.6% | $3,603+116.8% | $3,607+116.6% |
| Admin fee / account holder | $694 | $3,978-82.6% | $5,418-87.2% | $5,124-86.5% |