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 | $119,461 | $77,503+54.1% | $100,391+19.0% | $80,856+47.7% |
| Participation rate | 87.9% | 76.9%+10.9pp | 81.5%+6.4pp | 67.6%+20.2pp |
| Annual return | 29.33% | 37.20%-7.9pp | 49.20%-19.9pp | 35.59%-6.3pp |
| Employer contribution / active EE | $3,897 | $2,801+39.1% | $3,942-1.1% | $2,755+41.5% |
| Participant deferral / active EE | $11,142 | $6,820+63.4% | $8,082+37.9% | $4,296+159.4% |
| Admin fee / account holder | $10,264 | $5,897+74.1% | $7,899+29.9% | $6,918+48.4% |