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 | $121,964 | $65,395+86.5% | $182,532-33.2% | $72,985+67.1% |
| Participation rate | 97.6% | 65.4%+32.1pp | 78.0%+19.6pp | 69.5%+28.1pp |
| Annual return | 28.85% | 27.68%+1.2pp | 148.54%-119.7pp | 81.00%-52.2pp |
| Employer contribution / active EE | $6,033 | $1,911+215.7% | $4,076+48.0% | $2,440+147.3% |
| Participant deferral / active EE | $7,177 | $3,563+101.4% | $5,524+29.9% | $3,607+98.9% |
| Admin fee / account holder | $991 | $4,245-76.6% | $8,592-88.5% | $5,124-80.7% |