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 | $176,721 | $87,013+103.1% | $106,213+66.4% | $80,856+118.6% |
| Participation rate | 96.4% | 70.4%+25.9pp | 75.3%+21.1pp | 67.6%+28.7pp |
| Annual return | 11.30% | 17.05%-5.8pp | 116.14%-104.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,304 | $2,395-3.8% | $3,171-27.3% | $2,755-16.4% |
| Participant deferral / active EE | $7,160 | $3,986+79.6% | $5,016+42.7% | $4,296+66.7% |
| Admin fee / account holder | $14,126 | $8,431+67.5% | $11,033+28.0% | $6,918+104.2% |