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 | $169,102 | $73,933+128.7% | $96,683+74.9% | $75,163+125.0% |
| Participation rate | 98.5% | 66.4%+32.1pp | 74.3%+24.1pp | 67.2%+31.3pp |
| Annual return | 33.21% | 26.70%+6.5pp | 35.69%-2.5pp | 160.62%-127.4pp |
| Employer contribution / active EE | $5,521 | $2,928+88.6% | $3,737+47.7% | $2,670+106.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,134 | $5,216+75.1% | $6,730+35.7% | $5,651+61.6% |