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 | $157,492 | $68,547+129.8% | $120,354+30.9% | $80,856+94.8% |
| Participation rate | 97.1% | 61.6%+35.5pp | 71.9%+25.2pp | 67.6%+29.4pp |
| Annual return | 13.58% | 23.60%-10.0pp | 107.15%-93.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,726 | $2,051+179.2% | $3,463+65.4% | $2,755+107.9% |
| Participant deferral / active EE | $4,611 | $3,173+45.3% | $4,991-7.6% | $4,296+7.3% |
| Admin fee / account holder | $9,638 | $5,732+68.1% | $9,423+2.3% | $6,918+39.3% |