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 | $123,700 | $56,053+120.7% | $75,972+62.8% | $80,856+53.0% |
| Participation rate | 87.5% | 62.0%+25.5pp | 69.1%+18.4pp | 67.6%+19.9pp |
| Annual return | 18.75% | 20.53%-1.8pp | 359.55%-340.8pp | 35.59%-16.8pp |
| Employer contribution / active EE | $3,068 | $1,874+63.7% | $2,685+14.3% | $2,755+11.4% |
| Participant deferral / active EE | $7,000 | $3,052+129.4% | $4,255+64.5% | $4,296+62.9% |
| Admin fee / account holder | $3,467 | $5,234-33.8% | $6,467-46.4% | $6,918-49.9% |