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 | $137,431 | $72,492+89.6% | $87,100+57.8% | $72,985+88.3% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 16.62% | 24.46%-7.8pp | 28.19%-11.6pp | 81.00%-64.4pp |
| Employer contribution / active EE | $4,969 | $1,894+162.4% | $2,521+97.1% | $2,440+103.7% |
| Participant deferral / active EE | $6,399 | $3,270+95.7% | $4,049+58.1% | $3,607+77.4% |
| Admin fee / account holder | $18,625 | $5,055+268.5% | $7,497+148.4% | $5,124+263.5% |