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 | $168,483 | $45,035+274.1% | $62,995+167.5% | $70,131+140.2% |
| Participation rate | 98.5% | 69.5%+29.0pp | 74.8%+23.7pp | 69.5%+28.9pp |
| Annual return | 17.73% | 18.76%-1.0pp | 87.57%-69.8pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,663 | $2,051+29.8% | $2,759-3.5% | $2,342+13.7% |
| Participant deferral / active EE | $8,597 | $2,465+248.8% | $3,329+158.2% | $3,332+158.0% |
| Admin fee / account holder | $5,770 | $2,834+103.6% | $3,600+60.3% | $4,645+24.2% |