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 | $188,574 | $123,793+52.3% | $177,821+6.0% | $79,858+136.1% |
| Participation rate | 95.8% | 84.7%+11.2pp | 87.7%+8.1pp | 69.6%+26.2pp |
| Annual return | 74.35% | 22.82%+51.5pp | 48.32%+26.0pp | 31.71%+42.6pp |
| Employer contribution / active EE | $7,353 | $4,095+79.6% | $5,918+24.2% | $2,471+197.6% |
| Participant deferral / active EE | $10,981 | $5,956+84.4% | $7,714+42.3% | $3,740+193.6% |
| Admin fee / account holder | $8,890 | $7,243+22.8% | $12,427-28.5% | $5,306+67.5% |