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 | $122,374 | $57,016+114.6% | $84,966+44.0% | $80,856+51.3% |
| Participation rate | 97.1% | 56.3%+40.8pp | 67.5%+29.6pp | 67.6%+29.5pp |
| Annual return | 23.37% | 21.66%+1.7pp | 66.38%-43.0pp | 35.59%-12.2pp |
| Employer contribution / active EE | $7,918 | $1,798+340.5% | $2,727+190.3% | $2,755+187.4% |
| Participant deferral / active EE | $12,835 | $3,110+312.8% | $4,519+184.0% | $4,296+198.8% |
| Admin fee / account holder | $1,382 | $4,980-72.2% | $6,149-77.5% | $6,918-80.0% |