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 | $124,347 | $77,503+60.4% | $100,391+23.9% | $80,856+53.8% |
| Participation rate | 93.2% | 76.9%+16.2pp | 81.5%+11.7pp | 67.6%+25.5pp |
| Annual return | 15.08% | 37.20%-22.1pp | 49.20%-34.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,386 | $2,801+20.9% | $3,942-14.1% | $2,755+22.9% |
| Participant deferral / active EE | $8,302 | $6,820+21.7% | $8,082+2.7% | $4,296+93.3% |
| Admin fee / account holder | $921 | $5,897-84.4% | $7,899-88.3% | $6,918-86.7% |