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 | $140,721 | $101,724+38.3% | $164,813-14.6% | $80,856+74.0% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.1pp | 67.6%+29.0pp |
| Annual return | 14.99% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $5,961 | $2,953+101.8% | $4,341+37.3% | $2,755+116.4% |
| Participant deferral / active EE | $7,364 | $4,477+64.5% | $6,031+22.1% | $4,296+71.4% |
| Admin fee / account holder | $13,725 | $8,227+66.8% | $12,690+8.2% | $6,918+98.4% |