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 | $180,190 | $45,073+299.8% | $69,455+159.4% | $72,985+146.9% |
| Participation rate | 92.3% | 68.5%+23.8pp | 74.6%+17.7pp | 69.5%+22.8pp |
| Annual return | 22.99% | 22.65%+0.3pp | 28.97%-6.0pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,809 | $2,054+36.8% | $2,779+1.1% | $2,440+15.1% |
| Participant deferral / active EE | $9,220 | $2,602+254.4% | $3,535+160.8% | $3,607+155.6% |
| Admin fee / account holder | $13,092 | $3,056+328.5% | $3,839+241.0% | $5,124+155.5% |