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 | $128,446 | $54,762+134.6% | $90,281+42.3% | $72,985+76.0% |
| Participation rate | 76.3% | 65.1%+11.2pp | 73.3%+3.0pp | 69.5%+6.8pp |
| Annual return | 39.07% | 30.63%+8.4pp | 78.10%-39.0pp | 81.00%-41.9pp |
| Employer contribution / active EE | $2,960 | $2,092+41.5% | $2,854+3.7% | $2,440+21.3% |
| Participant deferral / active EE | $5,540 | $2,887+91.9% | $3,885+42.6% | $3,607+53.6% |
| Admin fee / account holder | $1,549 | $3,972-61.0% | $5,351-71.1% | $5,124-69.8% |