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 | $175,638 | $72,277+143.0% | $101,248+73.5% | $79,858+119.9% |
| Participation rate | 96.8% | 68.5%+28.4pp | 75.8%+21.0pp | 69.6%+27.2pp |
| Annual return | 13.45% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $3,674 | $2,692+36.5% | $3,660+0.4% | $2,471+48.7% |
| Participant deferral / active EE | $4,851 | $3,282+47.8% | $4,370+11.0% | $3,740+29.7% |
| Admin fee / account holder | $6,088 | $4,400+38.4% | $5,945+2.4% | $5,306+14.7% |