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 | $122,714 | $67,606+81.5% | $82,313+49.1% | $70,131+75.0% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 16.05% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,259 | $1,755+85.7% | $2,428+34.2% | $2,342+39.1% |
| Participant deferral / active EE | $7,106 | $2,987+137.9% | $3,706+91.7% | $3,332+113.3% |
| Admin fee / account holder | $864 | $4,512-80.9% | $5,608-84.6% | $4,645-81.4% |