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 | $114,838 | $45,073+154.8% | $69,455+65.3% | $72,985+57.3% |
| Participation rate | 93.2% | 68.5%+24.7pp | 74.6%+18.6pp | 69.5%+23.7pp |
| Annual return | 28.78% | 22.65%+6.1pp | 28.97%-0.2pp | 81.00%-52.2pp |
| Employer contribution / active EE | $7,713 | $2,054+275.5% | $2,779+177.5% | $2,440+216.1% |
| Participant deferral / active EE | $6,089 | $2,602+134.1% | $3,535+72.2% | $3,607+68.8% |
| Admin fee / account holder | $2,617 | $3,056-14.4% | $3,839-31.8% | $5,124-48.9% |