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 | $145,774 | $73,933+97.2% | $96,683+50.8% | $75,163+93.9% |
| Participation rate | 94.7% | 66.4%+28.3pp | 74.3%+20.4pp | 67.2%+27.5pp |
| Annual return | 14.29% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $6,032 | $2,928+106.0% | $3,737+61.4% | $2,670+126.0% |
| Participant deferral / active EE | $4,834 | $3,659+32.1% | $4,878-0.9% | $4,125+17.2% |
| Admin fee / account holder | $7,192 | $5,216+37.9% | $6,730+6.9% | $5,651+27.3% |