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 | $179,967 | $101,724+76.9% | $164,813+9.2% | $80,856+122.6% |
| Participation rate | 97.8% | 71.8%+26.0pp | 78.6%+19.2pp | 67.6%+30.2pp |
| Annual return | 23.86% | 16.72%+7.1pp | 69.93%-46.1pp | 35.59%-11.7pp |
| Employer contribution / active EE | $8,696 | $2,953+194.4% | $4,341+100.3% | $2,755+215.7% |
| Participant deferral / active EE | $8,105 | $4,477+81.0% | $6,031+34.4% | $4,296+88.7% |
| Admin fee / account holder | $37,699 | $8,227+358.2% | $12,690+197.1% | $6,918+444.9% |