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 | $126,219 | $79,944+57.9% | $98,439+28.2% | $75,163+67.9% |
| Participation rate | 98.3% | 70.4%+27.9pp | 75.2%+23.1pp | 67.2%+31.1pp |
| Annual return | 20.73% | 19.75%+1.0pp | 21.16%-0.4pp | 160.62%-139.9pp |
| Employer contribution / active EE | $6,177 | $2,264+172.9% | $3,048+102.7% | $2,670+131.4% |
| Participant deferral / active EE | $8,388 | $3,752+123.6% | $4,738+77.0% | $4,125+103.3% |
| Admin fee / account holder | $16,163 | $6,840+136.3% | $8,948+80.6% | $5,651+186.0% |