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 | $160,727 | $72,277+122.4% | $101,248+58.7% | $79,858+101.3% |
| Participation rate | 94.3% | 68.5%+25.8pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | 16.23% | 22.30%-6.1pp | 46.47%-30.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $7,733 | $2,692+187.3% | $3,660+111.3% | $2,471+213.0% |
| Participant deferral / active EE | $3,520 | $3,282+7.3% | $4,370-19.5% | $3,740-5.9% |
| Admin fee / account holder | $1,293 | $4,400-70.6% | $5,945-78.3% | $5,306-75.6% |