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 | $125,692 | $72,277+73.9% | $101,248+24.1% | $79,858+57.4% |
| Participation rate | 92.3% | 68.5%+23.8pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | 28.00% | 22.30%+5.7pp | 46.47%-18.5pp | 31.71%-3.7pp |
| Employer contribution / active EE | $6,322 | $2,692+134.9% | $3,660+72.7% | $2,471+155.8% |
| Participant deferral / active EE | $6,075 | $3,282+85.1% | $4,370+39.0% | $3,740+62.4% |
| Admin fee / account holder | $1,116 | $4,400-74.6% | $5,945-81.2% | $5,306-79.0% |