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 | $159,651 | $54,762+191.5% | $90,281+76.8% | $72,985+118.7% |
| Participation rate | 94.0% | 65.1%+28.9pp | 73.3%+20.7pp | 69.5%+24.5pp |
| Annual return | 27.49% | 30.63%-3.1pp | 78.10%-50.6pp | 81.00%-53.5pp |
| Employer contribution / active EE | $4,054 | $2,092+93.7% | $2,854+42.0% | $2,440+66.2% |
| Participant deferral / active EE | $6,443 | $2,887+123.2% | $3,885+65.8% | $3,607+78.6% |
| Admin fee / account holder | $36,468 | $3,972+818.1% | $5,351+581.5% | $5,124+611.7% |