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 | $126,913 | $59,839+112.1% | $81,983+54.8% | $79,858+58.9% |
| Participation rate | 87.8% | 61.6%+26.1pp | 69.2%+18.5pp | 69.6%+18.1pp |
| Annual return | 11.55% | 17.56%-6.0pp | 41.31%-29.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $6,122 | $1,713+257.3% | $2,498+145.1% | $2,471+147.8% |
| Participant deferral / active EE | $5,264 | $2,695+95.3% | $3,722+41.4% | $3,740+40.8% |
| Admin fee / account holder | $704 | $4,287-83.6% | $5,664-87.6% | $5,306-86.7% |