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 | $121,951 | $54,762+122.7% | $90,281+35.1% | $72,985+67.1% |
| Participation rate | 94.6% | 65.1%+29.5pp | 73.3%+21.4pp | 69.5%+25.2pp |
| Annual return | 21.19% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $6,128 | $2,092+192.9% | $2,854+114.7% | $2,440+151.2% |
| Participant deferral / active EE | $4,067 | $2,887+40.9% | $3,885+4.7% | $3,607+12.8% |
| Admin fee / account holder | $5,900 | $3,972+48.5% | $5,351+10.3% | $5,124+15.1% |