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 | $167,807 | $80,717+107.9% | $154,803+8.4% | $84,808+97.9% |
| Participation rate | 72.7% | 66.8%+5.9pp | 78.1%-5.3pp | 68.3%+4.4pp |
| Annual return | 17.33% | 37.96%-20.6pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,553 | $2,761+28.7% | $4,305-17.5% | $2,631+35.1% |
| Participant deferral / active EE | $5,761 | $3,303+74.4% | $5,540+4.0% | $4,212+36.8% |
| Admin fee / account holder | $6,982 | $6,746+3.5% | $14,329-51.3% | $7,344-4.9% |