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 | $153,079 | $67,606+126.4% | $82,313+86.0% | $70,131+118.3% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 21.03% | 21.57%-0.5pp | 25.88%-4.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,957 | $1,755+68.5% | $2,428+21.8% | $2,342+26.2% |
| Participant deferral / active EE | $10,480 | $2,987+250.9% | $3,706+182.8% | $3,332+214.5% |
| Admin fee / account holder | $615 | $4,512-86.4% | $5,608-89.0% | $4,645-86.8% |