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 7-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 | $157,266 | $79,944+96.7% | $98,439+59.8% | $75,163+109.2% |
| Participation rate | 81.0% | 70.4%+10.7pp | 75.2%+5.9pp | 67.2%+13.8pp |
| Annual return | 26.44% | 19.75%+6.7pp | 21.16%+5.3pp | 160.62%-134.2pp |
| Employer contribution / active EE | $3,697 | $2,264+63.3% | $3,048+21.3% | $2,670+38.5% |
| Participant deferral / active EE | $6,572 | $3,752+75.2% | $4,738+38.7% | $4,125+59.3% |
| Admin fee / account holder | $9,484 | $6,840+38.7% | $8,948+6.0% | $5,651+67.8% |