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 | $119,155 | $53,777+121.6% | $134,143-11.2% | $79,858+49.2% |
| Participation rate | 96.2% | 58.8%+37.5pp | 72.2%+24.1pp | 69.6%+26.6pp |
| Annual return | 12.74% | 19.01%-6.3pp | 36.33%-23.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,907 | $1,321+44.3% | $3,704-48.5% | $2,471-22.8% |
| Participant deferral / active EE | $3,486 | $2,420+44.1% | $3,499-0.4% | $3,740-6.8% |
| Admin fee / account holder | $7,357 | $3,984+84.6% | $6,684+10.1% | $5,306+38.6% |