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 | $129,616 | $81,460+59.1% | $103,333+25.4% | $80,856+60.3% |
| Participation rate | 97.1% | 66.8%+30.3pp | 74.5%+22.6pp | 67.6%+29.5pp |
| Annual return | 13.01% | 25.55%-12.5pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,436 | $3,105-53.7% | $3,868-62.9% | $2,755-47.9% |
| Participant deferral / active EE | $12,771 | $3,869+230.1% | $5,057+152.5% | $4,296+197.3% |
| Admin fee / account holder | $13,446 | $6,566+104.8% | $8,355+60.9% | $6,918+94.4% |