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 | $119,181 | $93,571+27.4% | $135,903-12.3% | $75,163+58.6% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 17.68% | 30.90%-13.2pp | 68.23%-50.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $10,613 | $3,537+200.1% | $4,856+118.6% | $2,670+297.5% |
| Participant deferral / active EE | $17,402 | $6,404+171.7% | $7,758+124.3% | $4,125+321.9% |
| Admin fee / account holder | $8,265 | $6,975+18.5% | $10,762-23.2% | $5,651+46.3% |