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 | $148,729 | $65,561+126.9% | $91,541+62.5% | $74,304+100.2% |
| Participation rate | 89.1% | 56.6%+32.5pp | 69.8%+19.3pp | 60.3%+28.7pp |
| Annual return | 18.11% | 17.68%+0.4pp | 20.50%-2.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,232 | $1,717+30.0% | $2,505-10.9% | $2,241-0.4% |
| Participant deferral / active EE | $3,835 | $2,918+31.4% | $4,008-4.3% | $3,767+1.8% |
| Admin fee / account holder | $5,568 | $3,333+67.1% | $6,956-20.0% | $2,969+87.5% |