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 | $159,397 | $76,552+108.2% | $123,892+28.7% | $62,891+153.4% |
| Participation rate | 94.6% | 73.0%+21.6pp | 81.4%+13.2pp | 69.3%+25.3pp |
| Annual return | 7.72% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $11,847 | $2,883+311.0% | $4,617+156.6% | $2,281+419.4% |
| Participant deferral / active EE | $7,052 | $4,840+45.7% | $5,984+17.9% | $3,203+120.2% |
| Admin fee / account holder | $1,935 | $4,826-59.9% | $8,357-76.8% | $4,296-55.0% |