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 | $119,793 | $94,625+26.6% | $116,228+3.1% | $84,808+41.3% |
| Participation rate | 85.3% | 70.4%+14.8pp | 74.6%+10.7pp | 68.3%+17.0pp |
| Annual return | 14.00% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,796 | $2,347+19.1% | $2,994-6.6% | $2,631+6.3% |
| Participant deferral / active EE | $6,080 | $3,972+53.1% | $4,953+22.8% | $4,212+44.4% |
| Admin fee / account holder | $19,993 | $10,091+98.1% | $11,989+66.8% | $7,344+172.2% |