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 | $124,598 | $63,355+96.7% | $91,989+35.4% | $72,985+70.7% |
| Participation rate | 92.0% | 72.5%+19.5pp | 78.6%+13.4pp | 69.5%+22.5pp |
| Annual return | 26.74% | 35.35%-8.6pp | 69.02%-42.3pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,142 | $2,116+1.3% | $3,452-37.9% | $2,440-12.2% |
| Participant deferral / active EE | $2,962 | $4,883-39.3% | $5,923-50.0% | $3,607-17.9% |
| Admin fee / account holder | $3,407 | $4,668-27.0% | $7,743-56.0% | $5,124-33.5% |