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 | $124,192 | $91,190+36.2% | $178,490-30.4% | $79,858+55.5% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 11.31% | 24.19%-12.9pp | 151.07%-139.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $8,553 | $3,256+162.7% | $5,011+70.7% | $2,471+246.2% |
| Participant deferral / active EE | $5,265 | $3,236+62.7% | $5,202+1.2% | $3,740+40.8% |
| Admin fee / account holder | $4,005 | $6,751-40.7% | $13,984-71.4% | $5,306-24.5% |