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 | $128,128 | $101,724+26.0% | $164,813-22.3% | $80,856+58.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.25% | 16.72%-5.5pp | 69.93%-58.7pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,717 | $2,953+93.6% | $4,341+31.7% | $2,755+107.5% |
| Participant deferral / active EE | $8,800 | $4,477+96.6% | $6,031+45.9% | $4,296+104.9% |
| Admin fee / account holder | $22,714 | $8,227+176.1% | $12,690+79.0% | $6,918+228.3% |