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 | $157,127 | $80,717+94.7% | $154,803+1.5% | $84,808+85.3% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 15.34% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,668 | $2,761+105.3% | $4,305+31.6% | $2,631+115.4% |
| Participant deferral / active EE | $5,045 | $3,303+52.7% | $5,540-8.9% | $4,212+19.8% |
| Admin fee / account holder | $2,068 | $6,746-69.3% | $14,329-85.6% | $7,344-71.8% |