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 | $132,768 | $58,828+125.7% | $77,999+70.2% | $62,891+111.1% |
| Participation rate | 92.3% | 71.1%+21.2pp | 75.5%+16.8pp | 69.3%+23.0pp |
| Annual return | 8.22% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $6,560 | $1,672+292.4% | $2,470+165.6% | $2,281+187.6% |
| Participant deferral / active EE | $6,234 | $2,686+132.1% | $3,497+78.3% | $3,203+94.6% |
| Admin fee / account holder | $4,105 | $4,393-6.6% | $5,480-25.1% | $4,296-4.4% |