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 | $173,174 | $77,503+123.4% | $100,391+72.5% | $80,856+114.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 25.05% | 37.20%-12.2pp | 49.20%-24.2pp | 35.59%-10.5pp |
| Employer contribution / active EE | $5,371 | $2,801+91.8% | $3,942+36.3% | $2,755+95.0% |
| Participant deferral / active EE | $15,687 | $6,820+130.0% | $8,082+94.1% | $4,296+265.2% |
| Admin fee / account holder | $8,490 | $5,897+44.0% | $7,899+7.5% | $6,918+22.7% |