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 | $127,541 | $86,929+46.7% | $102,423+24.5% | $80,856+57.7% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 12.50% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $10,220 | $2,369+331.3% | $3,023+238.0% | $2,755+271.0% |
| Participant deferral / active EE | $6,443 | $4,118+56.5% | $5,053+27.5% | $4,296+50.0% |
| Admin fee / account holder | $14,817 | $8,049+84.1% | $9,451+56.8% | $6,918+114.2% |