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 | $109,618 | $73,933+48.3% | $96,683+13.4% | $75,163+45.8% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.3%+21.0pp | 67.2%+28.1pp |
| Annual return | 25.28% | 26.70%-1.4pp | 35.69%-10.4pp | 160.62%-135.3pp |
| Employer contribution / active EE | $4,955 | $2,928+69.3% | $3,737+32.6% | $2,670+85.6% |
| Participant deferral / active EE | $6,288 | $3,659+71.9% | $4,878+28.9% | $4,125+52.4% |
| Admin fee / account holder | $2,164 | $5,216-58.5% | $6,730-67.8% | $5,651-61.7% |