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 | $134,755 | $77,730+73.4% | $70,164+92.1% | $139,434-3.4% |
| Participation rate | 95.0% | 83.2%+11.8pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 19.00% | 18.98%0pp | 18.87%+0.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $12,608 | $4,990+152.7% | $4,287+194.1% | $4,751+165.4% |
| Participant deferral / active EE | $11,474 | $6,448+77.9% | $5,395+112.7% | $6,710+71.0% |
| Admin fee / account holder | $2,058 | $5,368-61.7% | $4,561-54.9% | $11,403-82.0% |