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 | $134,376 | $64,121+109.6% | $78,805+70.5% | $116,875+15.0% |
| Participation rate | 88.9% | 71.0%+17.9pp | 73.6%+15.3pp | 74.5%+14.4pp |
| Annual return | 13.39% | 16.32%-2.9pp | -2.71%+16.1pp | 16.29%-2.9pp |
| Employer contribution / active EE | $4,782 | $2,257+111.8% | $4,059+17.8% | $3,288+45.4% |
| Participant deferral / active EE | $4,680 | $2,757+69.8% | $3,584+30.6% | $3,885+20.5% |
| Admin fee / account holder | $1,091 | $5,745-81.0% | $5,677-80.8% | $12,263-91.1% |