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 | $126,521 | $83,477+51.6% | $125,175+1.1% | $72,985+73.4% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.5%+28.2pp |
| Annual return | 26.99% | 25.78%+1.2pp | 43.79%-16.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $3,873 | $2,345+65.1% | $3,865+0.2% | $2,440+58.7% |
| Participant deferral / active EE | $8,882 | $3,585+147.7% | $4,937+79.9% | $3,607+146.2% |
| Admin fee / account holder | $1,196 | $5,517-78.3% | $9,702-87.7% | $5,124-76.7% |