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 | $170,733 | $125,758+35.8% | $169,993+0.4% | $75,163+127.1% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 31.27% | 27.20%+4.1pp | 53.37%-22.1pp | 160.62%-129.3pp |
| Employer contribution / active EE | $8,418 | $4,615+82.4% | $6,785+24.1% | $2,670+215.3% |
| Participant deferral / active EE | $17,886 | $6,837+161.6% | $10,408+71.9% | $4,125+333.6% |
| Admin fee / account holder | $3,301 | $8,173-59.6% | $12,815-74.2% | $5,651-41.6% |