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 | $121,999 | $81,460+49.8% | $103,333+18.1% | $80,856+50.9% |
| Participation rate | 98.4% | 66.8%+31.5pp | 74.5%+23.9pp | 67.6%+30.7pp |
| Annual return | 12.31% | 25.55%-13.2pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $7,105 | $3,105+128.8% | $3,868+83.7% | $2,755+157.9% |
| Participant deferral / active EE | $6,514 | $3,869+68.4% | $5,057+28.8% | $4,296+51.6% |
| Admin fee / account holder | $3,027 | $6,566-53.9% | $8,355-63.8% | $6,918-56.2% |