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 | $158,212 | $74,927+111.2% | $101,794+55.4% | $84,808+86.6% |
| Participation rate | 96.3% | 61.4%+34.9pp | 69.2%+27.1pp | 68.3%+28.0pp |
| Annual return | 15.27% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $8,139 | $1,522+434.8% | $2,289+255.6% | $2,631+209.3% |
| Participant deferral / active EE | $15,109 | $3,099+387.5% | $4,084+269.9% | $4,212+258.7% |
| Admin fee / account holder | $14,170 | $6,514+117.5% | $8,777+61.4% | $7,344+93.0% |