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 | $119,050 | $77,503+53.6% | $100,391+18.6% | $80,856+47.2% |
| Participation rate | 97.5% | 76.9%+20.5pp | 81.5%+16.0pp | 67.6%+29.8pp |
| Annual return | 16.69% | 37.20%-20.5pp | 49.20%-32.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,760 | $2,801+105.6% | $3,942+46.1% | $2,755+109.1% |
| Participant deferral / active EE | $8,406 | $6,820+23.3% | $8,082+4.0% | $4,296+95.7% |
| Admin fee / account holder | $1,303 | $5,897-77.9% | $7,899-83.5% | $6,918-81.2% |