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 | $170,410 | $56,277+202.8% | $80,975+110.4% | $62,891+171.0% |
| Participation rate | 96.7% | 69.0%+27.7pp | 75.8%+20.9pp | 69.3%+27.4pp |
| Annual return | 43.44% | 22.12%+21.3pp | 17.10%+26.3pp | 20.14%+23.3pp |
| Employer contribution / active EE | $7,565 | $1,943+289.4% | $3,714+103.7% | $2,281+231.7% |
| Participant deferral / active EE | $4,377 | $4,195+4.3% | $5,696-23.2% | $3,203+36.6% |
| Admin fee / account holder | $5,511 | $3,741+47.3% | $5,516-0.1% | $4,296+28.3% |