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 | $159,320 | $65,376+143.7% | $87,100+82.9% | $65,185+144.4% |
| Participation rate | 94.6% | 75.3%+19.3pp | 76.9%+17.7pp | 70.2%+24.4pp |
| Annual return | 21.83% | 31.27%-9.4pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $2,432 | $1,822+33.4% | $2,521-3.5% | $2,177+11.7% |
| Participant deferral / active EE | $5,253 | $3,388+55.0% | $4,049+29.7% | $3,514+49.5% |
| Admin fee / account holder | $8,764 | $520+1586.2% | $7,497+16.9% | $847+934.6% |