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 | $174,553 | $81,446+114.3% | $103,374+68.9% | $80,874+115.8% |
| Participation rate | 91.4% | 66.9%+24.6pp | 74.5%+16.9pp | 67.6%+23.8pp |
| Annual return | 13.11% | 25.57%-12.5pp | 24.89%-11.8pp | 35.62%-22.5pp |
| Employer contribution / active EE | $10,799 | $3,107+247.6% | $3,869+179.1% | $2,756+291.9% |
| Participant deferral / active EE | $2,941 | $3,870-24.0% | $5,058-41.9% | $4,297-31.6% |
| Admin fee / account holder | $14,816 | $6,715+120.7% | $8,394+76.5% | $6,935+113.6% |