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 | $116,650 | $89,355+30.5% | $141,162-17.4% | $72,985+59.8% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 22.72% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $5,728 | $3,114+83.9% | $4,735+21.0% | $2,440+134.8% |
| Participant deferral / active EE | $12,301 | $5,418+127.0% | $6,709+83.3% | $3,607+241.0% |
| Admin fee / account holder | $5,813 | $5,958-2.4% | $10,261-43.4% | $5,124+13.4% |