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 | $173,176 | $80,717+114.5% | $154,803+11.9% | $84,808+104.2% |
| Participation rate | 79.4% | 66.8%+12.6pp | 78.1%+1.3pp | 68.3%+11.1pp |
| Annual return | 15.29% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,168 | $2,761+14.7% | $4,305-26.4% | $2,631+20.4% |
| Participant deferral / active EE | $4,428 | $3,303+34.0% | $5,540-20.1% | $4,212+5.1% |
| Admin fee / account holder | $556 | $6,746-91.8% | $14,329-96.1% | $7,344-92.4% |