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 | $172,434 | $72,492+137.9% | $87,100+98.0% | $72,985+136.3% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 24.42% | 24.46%0pp | 28.19%-3.8pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,883 | $1,894-0.6% | $2,521-25.3% | $2,440-22.8% |
| Participant deferral / active EE | $5,789 | $3,270+77.1% | $4,049+43.0% | $3,607+60.5% |
| Admin fee / account holder | $11,183 | $5,055+121.2% | $7,497+49.2% | $5,124+118.2% |