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 | $132,684 | $74,927+77.1% | $101,794+30.3% | $84,808+56.5% |
| Participation rate | 97.0% | 61.4%+35.6pp | 69.2%+27.8pp | 68.3%+28.7pp |
| Annual return | 13.20% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,351 | $1,522+54.5% | $2,289+2.7% | $2,631-10.6% |
| Participant deferral / active EE | $6,002 | $3,099+93.7% | $4,084+47.0% | $4,212+42.5% |
| Admin fee / account holder | $9,220 | $6,514+41.5% | $8,777+5.1% | $7,344+25.6% |