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 | $119,145 | $56,897+109.4% | $84,750+40.6% | $62,891+89.4% |
| Participation rate | 93.4% | 68.5%+24.9pp | 76.6%+16.9pp | 69.3%+24.1pp |
| Annual return | 6.42% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $5,626 | $2,400+134.5% | $3,574+57.4% | $2,281+146.7% |
| Participant deferral / active EE | $3,860 | $2,709+42.5% | $3,712+4.0% | $3,203+20.5% |
| Admin fee / account holder | $6,127 | $3,581+71.1% | $5,332+14.9% | $4,296+42.6% |