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 | $156,670 | $80,717+94.1% | $154,803+1.2% | $84,808+84.7% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 16.38% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,245 | $2,761+90.0% | $4,305+21.8% | $2,631+99.4% |
| Participant deferral / active EE | $4,450 | $3,303+34.7% | $5,540-19.7% | $4,212+5.7% |
| Admin fee / account holder | $20,590 | $6,746+205.2% | $14,329+43.7% | $7,344+180.4% |