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 | $122,232 | $89,355+36.8% | $141,162-13.4% | $72,985+67.5% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 20.51% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,275 | $3,114+5.1% | $4,735-30.8% | $2,440+34.2% |
| Participant deferral / active EE | $9,016 | $5,418+66.4% | $6,709+34.4% | $3,607+149.9% |
| Admin fee / account holder | $8,709 | $5,958+46.2% | $10,261-15.1% | $5,124+69.9% |