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 | $159,820 | $73,933+116.2% | $96,683+65.3% | $75,163+112.6% |
| Participation rate | 92.7% | 66.4%+26.3pp | 74.3%+18.4pp | 67.2%+25.5pp |
| Annual return | 17.34% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,621 | $2,928+23.7% | $3,737-3.1% | $2,670+35.6% |
| Participant deferral / active EE | $6,412 | $3,659+75.2% | $4,878+31.4% | $4,125+55.4% |
| Admin fee / account holder | $6,233 | $5,216+19.5% | $6,730-7.4% | $5,651+10.3% |