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 | $172,878 | $83,477+107.1% | $125,175+38.1% | $72,985+136.9% |
| Participation rate | 95.1% | 73.3%+21.8pp | 79.8%+15.3pp | 69.5%+25.6pp |
| Annual return | 21.02% | 25.78%-4.8pp | 43.79%-22.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $13,373 | $2,345+470.2% | $3,865+246.0% | $2,440+448.1% |
| Participant deferral / active EE | $4,496 | $3,585+25.4% | $4,937-8.9% | $3,607+24.6% |
| Admin fee / account holder | $41,067 | $5,517+644.3% | $9,702+323.3% | $5,124+701.4% |