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 | $123,507 | $84,233+46.6% | $170,442-27.5% | $70,131+76.1% |
| Participation rate | 91.8% | 70.8%+21.0pp | 83.6%+8.2pp | 69.5%+22.3pp |
| Annual return | 13.77% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $5,128 | $3,387+51.4% | $5,433-5.6% | $2,342+118.9% |
| Participant deferral / active EE | $3,258 | $3,086+5.6% | $4,939-34.0% | $3,332-2.2% |
| Admin fee / account holder | $2,414 | $5,698-57.6% | $13,880-82.6% | $4,645-48.0% |