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 | $159,077 | $101,724+56.4% | $164,813-3.5% | $80,856+96.7% |
| Participation rate | 97.4% | 71.8%+25.5pp | 78.6%+18.8pp | 67.6%+29.7pp |
| Annual return | 15.35% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.2pp |
| Employer contribution / active EE | $9,474 | $2,953+220.8% | $4,341+118.2% | $2,755+243.9% |
| Participant deferral / active EE | $3,872 | $4,477-13.5% | $6,031-35.8% | $4,296-9.9% |
| Admin fee / account holder | $4,363 | $8,227-47.0% | $12,690-65.6% | $6,918-36.9% |