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 | $175,026 | $73,933+136.7% | $96,683+81.0% | $75,163+132.9% |
| Participation rate | 93.4% | 66.4%+27.0pp | 74.3%+19.1pp | 67.2%+26.2pp |
| Annual return | 43.90% | 26.70%+17.2pp | 35.69%+8.2pp | 160.62%-116.7pp |
| Employer contribution / active EE | $6,080 | $2,928+107.7% | $3,737+62.7% | $2,670+127.7% |
| Participant deferral / active EE | $8,791 | $3,659+140.3% | $4,878+80.2% | $4,125+113.1% |
| Admin fee / account holder | $2,152 | $5,216-58.8% | $6,730-68.0% | $5,651-61.9% |