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 | $136,862 | $54,762+149.9% | $90,281+51.6% | $72,985+87.5% |
| Participation rate | 83.3% | 65.1%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 20.83% | 30.63%-9.8pp | 78.10%-57.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,819 | $2,092+82.5% | $2,854+33.8% | $2,440+56.5% |
| Participant deferral / active EE | $7,813 | $2,887+170.6% | $3,885+101.1% | $3,607+116.6% |
| Admin fee / account holder | $32,740 | $3,972+724.3% | $5,351+511.8% | $5,124+538.9% |