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 | $150,681 | $54,762+175.2% | $90,281+66.9% | $72,985+106.5% |
| Participation rate | 95.9% | 65.1%+30.8pp | 73.3%+22.6pp | 69.5%+26.4pp |
| Annual return | 29.49% | 30.63%-1.1pp | 78.10%-48.6pp | 81.00%-51.5pp |
| Employer contribution / active EE | $6,172 | $2,092+194.9% | $2,854+116.2% | $2,440+153.0% |
| Participant deferral / active EE | $11,713 | $2,887+305.7% | $3,885+201.5% | $3,607+224.7% |
| Admin fee / account holder | $4,731 | $3,972+19.1% | $5,351-11.6% | $5,124-7.7% |