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 | $177,900 | $47,848+271.8% | $81,478+118.3% | $70,131+153.7% |
| Participation rate | 94.6% | 58.3%+36.3pp | 68.0%+26.6pp | 69.5%+25.1pp |
| Annual return | 25.18% | 27.25%-2.1pp | 38.78%-13.6pp | 73.14%-48.0pp |
| Employer contribution / active EE | $2,629 | $1,527+72.2% | $2,568+2.4% | $2,342+12.2% |
| Participant deferral / active EE | $7,617 | $2,453+210.5% | $3,537+115.4% | $3,332+128.6% |
| Admin fee / account holder | $7,415 | $3,145+135.8% | $4,561+62.6% | $4,645+59.6% |