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 | $123,326 | $77,503+59.1% | $100,391+22.8% | $80,856+52.5% |
| Participation rate | 98.1% | 76.9%+21.1pp | 81.5%+16.6pp | 67.6%+30.4pp |
| Annual return | 23.27% | 37.20%-13.9pp | 49.20%-25.9pp | 35.59%-12.3pp |
| Employer contribution / active EE | $3,966 | $2,801+41.6% | $3,942+0.6% | $2,755+44.0% |
| Participant deferral / active EE | $4,323 | $6,820-36.6% | $8,082-46.5% | $4,296+0.6% |
| Admin fee / account holder | $3,904 | $5,897-33.8% | $7,899-50.6% | $6,918-43.6% |