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 | $139,742 | $72,492+92.8% | $87,100+60.4% | $72,985+91.5% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 22.91% | 24.46%-1.5pp | 28.19%-5.3pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,365 | $1,894+77.7% | $2,521+33.5% | $2,440+37.9% |
| Participant deferral / active EE | $8,072 | $3,270+146.9% | $4,049+99.4% | $3,607+123.8% |
| Admin fee / account holder | $7,977 | $5,055+57.8% | $7,497+6.4% | $5,124+55.7% |