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 | $172,199 | $77,813+121.3% | $123,544+39.4% | $64,186+168.3% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | 11.38% | 12.48%-1.1pp | 119.20%-107.8pp | 7.63%+3.7pp |
| Employer contribution / active EE | $4,308 | $3,014+43.0% | $4,628-6.9% | $2,381+81.0% |
| Participant deferral / active EE | $8,848 | $5,240+68.9% | $6,426+37.7% | $3,470+155.0% |
| Admin fee / account holder | $2,855 | $5,519-48.3% | $9,284-69.2% | $4,888-41.6% |