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 | $137,796 | $68,547+101.0% | $120,354+14.5% | $80,856+70.4% |
| Participation rate | 73.6% | 61.6%+12.0pp | 71.9%+1.7pp | 67.6%+5.9pp |
| Annual return | 12.88% | 23.60%-10.7pp | 107.15%-94.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,844 | $2,051+136.2% | $3,463+39.9% | $2,755+75.9% |
| Participant deferral / active EE | $7,357 | $3,173+131.8% | $4,991+47.4% | $4,296+71.3% |
| Admin fee / account holder | $6,874 | $5,732+19.9% | $9,423-27.1% | $6,918-0.6% |