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 | $125,220 | $60,349+107.5% | $74,183+68.8% | $62,891+99.1% |
| Participation rate | 97.8% | 72.7%+25.0pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 7.44% | 21.37%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,696 | $1,680+120.0% | $2,370+55.9% | $2,281+62.0% |
| Participant deferral / active EE | $5,077 | $2,856+77.8% | $3,550+43.0% | $3,203+58.5% |
| Admin fee / account holder | $17,745 | $4,261+316.4% | $5,586+217.7% | $4,296+313.1% |