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 | $148,211 | $72,277+105.1% | $101,248+46.4% | $79,858+85.6% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 15.65% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $18,317 | $2,692+580.5% | $3,660+400.5% | $2,471+641.3% |
| Participant deferral / active EE | $2,382 | $3,282-27.4% | $4,370-45.5% | $3,740-36.3% |
| Admin fee / account holder | $3,646 | $4,400-17.1% | $5,945-38.7% | $5,306-31.3% |