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 | $135,323 | $56,897+137.8% | $84,750+59.7% | $62,891+115.2% |
| Participation rate | 93.9% | 68.5%+25.4pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 6.39% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,170 | $2,400+32.1% | $3,574-11.3% | $2,281+39.0% |
| Participant deferral / active EE | $8,889 | $2,709+228.1% | $3,712+139.5% | $3,203+177.5% |
| Admin fee / account holder | $8,458 | $3,581+136.2% | $5,332+58.6% | $4,296+96.9% |