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 | $159,950 | $60,892+162.7% | $82,389+94.1% | $84,808+88.6% |
| Participation rate | 96.4% | 63.3%+33.2pp | 69.5%+26.9pp | 68.3%+28.1pp |
| Annual return | 15.72% | 37.29%-21.6pp | 28.67%-12.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,353 | $1,779+144.7% | $2,517+72.9% | $2,631+65.5% |
| Participant deferral / active EE | $7,795 | $3,179+145.2% | $4,155+87.6% | $4,212+85.1% |
| Admin fee / account holder | $1,562 | $5,467-71.4% | $7,231-78.4% | $7,344-78.7% |