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 | $168,149 | $72,492+132.0% | $87,100+93.1% | $72,985+130.4% |
| Participation rate | 88.4% | 72.8%+15.6pp | 76.9%+11.5pp | 69.5%+18.9pp |
| Annual return | 21.57% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $8,246 | $1,894+335.4% | $2,521+227.1% | $2,440+238.0% |
| Participant deferral / active EE | $12,834 | $3,270+292.5% | $4,049+217.0% | $3,607+255.8% |
| Admin fee / account holder | $28,323 | $5,055+460.3% | $7,497+277.8% | $5,124+452.7% |