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 | $162,788 | $76,367+113.2% | $93,606+73.9% | $72,985+123.0% |
| Participation rate | 82.8% | 71.7%+11.0pp | 75.8%+6.9pp | 69.5%+13.3pp |
| Annual return | 69.53% | 25.82%+43.7pp | 32.76%+36.8pp | 81.00%-11.5pp |
| Employer contribution / active EE | $3,208 | $2,275+41.0% | $2,718+18.0% | $2,440+31.5% |
| Participant deferral / active EE | $7,105 | $3,538+100.8% | $4,069+74.6% | $3,607+97.0% |
| Admin fee / account holder | $8,212 | $6,838+20.1% | $7,888+4.1% | $5,124+60.2% |