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 | $125,049 | $56,897+119.8% | $84,750+47.5% | $62,891+98.8% |
| Participation rate | 91.8% | 68.5%+23.2pp | 76.6%+15.2pp | 69.3%+22.5pp |
| Annual return | 13.47% | 6.30%+7.2pp | 22.78%-9.3pp | 20.14%-6.7pp |
| Employer contribution / active EE | $8,887 | $2,400+270.3% | $3,574+148.6% | $2,281+289.6% |
| Participant deferral / active EE | $5,729 | $2,709+111.5% | $3,712+54.4% | $3,203+78.9% |
| Admin fee / account holder | $5,547 | $3,581+54.9% | $5,332+4.0% | $4,296+29.1% |