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 | $128,800 | $54,762+135.2% | $90,281+42.7% | $72,985+76.5% |
| Participation rate | 80.6% | 65.1%+15.4pp | 73.3%+7.3pp | 69.5%+11.1pp |
| Annual return | 18.92% | 30.63%-11.7pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,902 | $2,092+182.1% | $2,854+106.8% | $2,440+141.9% |
| Participant deferral / active EE | $4,475 | $2,887+55.0% | $3,885+15.2% | $3,607+24.1% |
| Admin fee / account holder | $31,023 | $3,972+681.0% | $5,351+479.7% | $5,124+505.4% |