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 | $119,876 | $59,332+102.0% | $90,223+32.9% | $59,632+101.0% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.0%+9.6pp | 68.7%+20.0pp |
| Annual return | 1.36% | 3.25%-1.9pp | 1.31%+0.1pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $4,587 | $3,031+51.4% | $4,378+4.8% | $2,203+108.3% |
| Participant deferral / active EE | $8,693 | $4,369+99.0% | $5,792+50.1% | $3,192+172.4% |
| Admin fee / account holder | $13,939 | $5,032+177.0% | $7,406+88.2% | $4,297+224.4% |