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 | $118,079 | $89,355+32.1% | $141,162-16.4% | $72,985+61.8% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 23.71% | 111.85%-88.1pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $7,006 | $3,114+124.9% | $4,735+48.0% | $2,440+187.1% |
| Participant deferral / active EE | $11,292 | $5,418+108.4% | $6,709+68.3% | $3,607+213.0% |
| Admin fee / account holder | $1,198 | $5,958-79.9% | $10,261-88.3% | $5,124-76.6% |