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 | $107,873 | $72,277+49.3% | $101,248+6.5% | $79,858+35.1% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | 11.21% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $4,652 | $2,692+72.9% | $3,660+27.1% | $2,471+88.3% |
| Participant deferral / active EE | $5,235 | $3,282+59.5% | $4,370+19.8% | $3,740+40.0% |
| Admin fee / account holder | $7,902 | $4,400+79.6% | $5,945+32.9% | $5,306+48.9% |