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 | $114,066 | $59,101+93.0% | $77,163+47.8% | $75,163+51.8% |
| Participation rate | 92.5% | 63.9%+28.6pp | 69.6%+22.9pp | 67.2%+25.3pp |
| Annual return | 19.76% | 26.71%-7.0pp | 37.87%-18.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,228 | $1,995+11.7% | $2,535-12.1% | $2,670-16.5% |
| Participant deferral / active EE | $8,525 | $2,999+184.2% | $3,833+122.4% | $4,125+106.7% |
| Admin fee / account holder | $11,883 | $4,774+148.9% | $5,472+117.1% | $5,651+110.3% |