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 | $121,073 | $53,822+124.9% | $75,696+59.9% | $85,850+41.0% |
| Participation rate | 93.3% | 69.1%+24.3pp | 74.8%+18.5pp | 69.3%+24.0pp |
| Annual return | 13.40% | 24.54%-11.1pp | 104.53%-91.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,135 | $2,017+5.9% | $2,743-22.1% | $2,565-16.8% |
| Participant deferral / active EE | $8,345 | $2,895+188.2% | $3,821+118.4% | $3,952+111.2% |
| Admin fee / account holder | $7,563 | $3,343+126.3% | $3,619+109.0% | $6,260+20.8% |