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 | $198,169 | $94,625+109.4% | $116,228+70.5% | $84,808+133.7% |
| Participation rate | 97.1% | 70.4%+26.7pp | 74.6%+22.6pp | 68.3%+28.8pp |
| Annual return | 13.73% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,959 | $2,347+26.1% | $2,994-1.2% | $2,631+12.5% |
| Participant deferral / active EE | $8,089 | $3,972+103.7% | $4,953+63.3% | $4,212+92.1% |
| Admin fee / account holder | $17,127 | $10,091+69.7% | $11,989+42.9% | $7,344+133.2% |