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 | $130,725 | $80,673+62.0% | $101,326+29.0% | $84,808+54.1% |
| Participation rate | 93.9% | 77.8%+16.2pp | 81.5%+12.4pp | 68.3%+25.6pp |
| Annual return | 16.64% | 38.95%-22.3pp | 36.82%-20.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,221 | $2,698+130.6% | $3,665+69.7% | $2,631+136.5% |
| Participant deferral / active EE | $7,804 | $6,840+14.1% | $7,994-2.4% | $4,212+85.3% |
| Admin fee / account holder | $2,770 | $12,784-78.3% | $11,185-75.2% | $7,344-62.3% |