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 | $163,536 | $80,968+102.0% | $96,544+69.4% | $75,163+117.6% |
| Participation rate | 96.1% | 71.8%+24.3pp | 76.0%+20.1pp | 67.2%+28.9pp |
| Annual return | 13.73% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $4,992 | $2,282+118.8% | $2,965+68.4% | $2,670+87.0% |
| Participant deferral / active EE | $7,664 | $3,928+95.1% | $4,851+58.0% | $4,125+85.8% |
| Admin fee / account holder | $12,274 | $6,724+82.5% | $8,252+48.7% | $5,651+117.2% |