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 | $134,153 | $60,022+123.5% | $88,946+50.8% | $84,808+58.2% |
| Participation rate | 83.8% | 57.8%+26.0pp | 68.8%+15.0pp | 68.3%+15.5pp |
| Annual return | 19.18% | 22.43%-3.2pp | 57.82%-38.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $6,961 | $1,703+308.8% | $2,555+172.4% | $2,631+164.6% |
| Participant deferral / active EE | $4,978 | $3,114+59.9% | $4,581+8.6% | $4,212+18.2% |
| Admin fee / account holder | $2,101 | $4,811-56.3% | $8,261-74.6% | $7,344-71.4% |