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 | $119,231 | $78,705+51.5% | $117,854+1.2% | $70,131+70.0% |
| Participation rate | 93.5% | 73.2%+20.4pp | 79.7%+13.9pp | 69.5%+24.0pp |
| Annual return | 12.65% | 23.30%-10.6pp | 335.08%-322.4pp | 73.14%-60.5pp |
| Employer contribution / active EE | $3,492 | $2,223+57.1% | $3,786-7.8% | $2,342+49.1% |
| Participant deferral / active EE | $8,240 | $3,297+149.9% | $4,482+83.9% | $3,332+147.3% |
| Admin fee / account holder | $852 | $5,065-83.2% | $8,020-89.4% | $4,645-81.7% |