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 | $122,597 | $93,571+31.0% | $135,903-9.8% | $75,163+63.1% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 20.00% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $5,735 | $3,537+62.2% | $4,856+18.1% | $2,670+114.8% |
| Participant deferral / active EE | $10,694 | $6,404+67.0% | $7,758+37.8% | $4,125+159.2% |
| Admin fee / account holder | $2,577 | $6,975-63.1% | $10,762-76.1% | $5,651-54.4% |