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 | $118,304 | $72,492+63.2% | $87,100+35.8% | $72,985+62.1% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 21.17% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,311 | $1,894+74.8% | $2,521+31.3% | $2,440+35.7% |
| Participant deferral / active EE | $6,105 | $3,270+86.7% | $4,049+50.8% | $3,607+69.2% |
| Admin fee / account holder | $2,772 | $5,055-45.2% | $7,497-63.0% | $5,124-45.9% |