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 | $132,084 | $81,446+62.2% | $103,374+27.8% | $80,874+63.3% |
| Participation rate | 97.4% | 66.9%+30.5pp | 74.5%+22.9pp | 67.6%+29.7pp |
| Annual return | 11.23% | 25.57%-14.3pp | 24.89%-13.7pp | 35.62%-24.4pp |
| Employer contribution / active EE | $6,915 | $3,107+122.5% | $3,869+78.7% | $2,756+150.9% |
| Participant deferral / active EE | $9,646 | $3,870+149.3% | $5,058+90.7% | $4,297+124.5% |
| Admin fee / account holder | $8,556 | $6,715+27.4% | $8,394+1.9% | $6,935+23.4% |