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 | $162,990 | $100,923+61.5% | $150,045+8.6% | $74,304+119.4% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.3%+14.8pp | 60.3%+36.8pp |
| Annual return | 23.97% | 51.77%-27.8pp | 62.55%-38.6pp | 29.43%-5.5pp |
| Employer contribution / active EE | $9,152 | $3,463+164.2% | $4,693+95.0% | $2,241+308.3% |
| Participant deferral / active EE | $11,058 | $6,709+64.8% | $7,997+38.3% | $3,767+193.5% |
| Admin fee / account holder | $6,433 | $2,767+132.5% | $13,435-52.1% | $2,969+116.7% |