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 | $145,091 | $76,552+89.5% | $123,892+17.1% | $62,891+130.7% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 8.60% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,221 | $2,883+115.8% | $4,617+34.8% | $2,281+172.8% |
| Participant deferral / active EE | $10,113 | $4,840+109.0% | $5,984+69.0% | $3,203+215.8% |
| Admin fee / account holder | $3,162 | $4,826-34.5% | $8,357-62.2% | $4,296-26.4% |