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 | $131,339 | $54,762+139.8% | $90,281+45.5% | $72,985+80.0% |
| Participation rate | 92.6% | 65.1%+27.4pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 21.78% | 30.63%-8.9pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $899 | $2,092-57.1% | $2,854-68.5% | $2,440-63.2% |
| Participant deferral / active EE | $5,745 | $2,887+99.0% | $3,885+47.9% | $3,607+59.2% |
| Admin fee / account holder | $7,444 | $3,972+87.4% | $5,351+39.1% | $5,124+45.3% |