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 | $130,258 | $84,556+54.0% | $116,228+12.1% | $74,304+75.3% |
| Participation rate | 93.7% | 66.0%+27.7pp | 74.6%+19.1pp | 60.3%+33.3pp |
| Annual return | 20.82% | 18.35%+2.5pp | 90.06%-69.2pp | 29.43%-8.6pp |
| Employer contribution / active EE | $5,068 | $2,168+133.8% | $2,994+69.3% | $2,241+126.1% |
| Participant deferral / active EE | $11,266 | $3,814+195.3% | $4,953+127.4% | $3,767+199.0% |
| Admin fee / account holder | $7,274 | $3,792+91.8% | $11,989-39.3% | $2,969+145.0% |