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 | $125,933 | $94,625+33.1% | $116,228+8.3% | $84,808+48.5% |
| Participation rate | 95.7% | 70.4%+25.3pp | 74.6%+21.2pp | 68.3%+27.4pp |
| Annual return | 14.67% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,331 | $2,347+41.9% | $2,994+11.2% | $2,631+26.6% |
| Participant deferral / active EE | $8,246 | $3,972+107.6% | $4,953+66.5% | $4,212+95.8% |
| Admin fee / account holder | $4,193 | $10,091-58.4% | $11,989-65.0% | $7,344-42.9% |