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 | $153,133 | $79,944+91.6% | $98,439+55.6% | $75,163+103.7% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.2%+15.7pp | 67.2%+23.7pp |
| Annual return | 18.87% | 19.75%-0.9pp | 21.16%-2.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,740 | $2,264+109.4% | $3,048+55.5% | $2,670+77.5% |
| Participant deferral / active EE | $4,230 | $3,752+12.7% | $4,738-10.7% | $4,125+2.5% |
| Admin fee / account holder | $8,653 | $6,840+26.5% | $8,948-3.3% | $5,651+53.1% |