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 | $167,340 | $80,717+107.3% | $154,803+8.1% | $84,808+97.3% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.4pp | 68.3%+26.1pp |
| Annual return | 13.15% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $4,655 | $2,761+68.6% | $4,305+8.1% | $2,631+76.9% |
| Participant deferral / active EE | $5,853 | $3,303+77.2% | $5,540+5.6% | $4,212+39.0% |
| Admin fee / account holder | $3,161 | $6,746-53.1% | $14,329-77.9% | $7,344-57.0% |