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 | $114,523 | $73,933+54.9% | $96,683+18.5% | $75,163+52.4% |
| Participation rate | 93.8% | 66.4%+27.3pp | 74.3%+19.4pp | 67.2%+26.6pp |
| Annual return | 23.19% | 26.70%-3.5pp | 35.69%-12.5pp | 160.62%-137.4pp |
| Employer contribution / active EE | $6,512 | $2,928+122.4% | $3,737+74.3% | $2,670+143.9% |
| Participant deferral / active EE | $9,298 | $3,659+154.1% | $4,878+90.6% | $4,125+125.4% |
| Admin fee / account holder | $7,654 | $5,216+46.7% | $6,730+13.7% | $5,651+35.5% |