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 | $123,770 | $60,892+103.3% | $82,389+50.2% | $84,808+45.9% |
| Participation rate | 96.1% | 63.3%+32.8pp | 69.5%+26.5pp | 68.3%+27.8pp |
| Annual return | 14.13% | 37.29%-23.2pp | 28.67%-14.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $893 | $1,779-49.8% | $2,517-64.5% | $2,631-66.1% |
| Participant deferral / active EE | $4,685 | $3,179+47.4% | $4,155+12.8% | $4,212+11.2% |
| Admin fee / account holder | $13,053 | $5,467+138.7% | $7,231+80.5% | $7,344+77.7% |