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 | $135,551 | $56,277+140.9% | $80,975+67.4% | $62,891+115.5% |
| Participation rate | 77.9% | 69.0%+9.0pp | 75.8%+2.1pp | 69.3%+8.6pp |
| Annual return | 9.00% | 22.12%-13.1pp | 17.10%-8.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $3,790 | $1,943+95.1% | $3,714+2.0% | $2,281+66.2% |
| Participant deferral / active EE | $5,870 | $4,195+39.9% | $5,696+3.0% | $3,203+83.3% |
| Admin fee / account holder | $7,329 | $3,741+95.9% | $5,516+32.9% | $4,296+70.6% |