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 | $176,947 | $72,277+144.8% | $101,248+74.8% | $79,858+121.6% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.4pp |
| Annual return | 14.33% | 22.30%-8.0pp | 46.47%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $11,323 | $2,692+320.7% | $3,660+209.4% | $2,471+358.3% |
| Participant deferral / active EE | $2,468 | $3,282-24.8% | $4,370-43.5% | $3,740-34.0% |
| Admin fee / account holder | $8,595 | $4,400+95.3% | $5,945+44.6% | $5,306+62.0% |