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 | $122,957 | $54,762+124.5% | $90,281+36.2% | $72,985+68.5% |
| Participation rate | 91.9% | 65.1%+26.7pp | 73.3%+18.6pp | 69.5%+22.4pp |
| Annual return | 17.79% | 30.63%-12.8pp | 78.10%-60.3pp | 81.00%-63.2pp |
| Employer contribution / active EE | $3,182 | $2,092+52.1% | $2,854+11.5% | $2,440+30.4% |
| Participant deferral / active EE | $4,601 | $2,887+59.4% | $3,885+18.4% | $3,607+27.5% |
| Admin fee / account holder | $4,445 | $3,972+11.9% | $5,351-16.9% | $5,124-13.3% |