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 | $144,785 | $69,977+106.9% | $108,579+33.3% | $62,891+130.2% |
| Participation rate | 95.9% | 72.9%+23.0pp | 79.6%+16.3pp | 69.3%+26.6pp |
| Annual return | 9.11% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,876 | $2,135+81.6% | $3,758+3.1% | $2,281+69.9% |
| Participant deferral / active EE | $8,639 | $3,165+173.0% | $4,311+100.4% | $3,203+169.7% |
| Admin fee / account holder | $12,885 | $5,076+153.8% | $7,645+68.5% | $4,296+200.0% |