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 | $163,608 | $69,977+133.8% | $108,579+50.7% | $62,891+160.1% |
| Participation rate | 97.9% | 72.9%+25.0pp | 79.6%+18.3pp | 69.3%+28.6pp |
| Annual return | 11.58% | 10.73%+0.9pp | -51.70%+63.3pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,327 | $2,135+102.7% | $3,758+15.1% | $2,281+89.7% |
| Participant deferral / active EE | $6,068 | $3,165+91.7% | $4,311+40.8% | $3,203+89.4% |
| Admin fee / account holder | $31,829 | $5,076+527.0% | $7,645+316.3% | $4,296+641.0% |