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 | $170,722 | $67,606+152.5% | $82,313+107.4% | $70,131+143.4% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.1pp |
| Annual return | 16.35% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,757 | $1,755+57.1% | $2,428+13.5% | $2,342+17.7% |
| Participant deferral / active EE | $7,456 | $2,987+149.6% | $3,706+101.2% | $3,332+123.8% |
| Admin fee / account holder | $6,197 | $4,512+37.3% | $5,608+10.5% | $4,645+33.4% |