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 | $168,428 | $57,590+192.5% | $86,233+95.3% | $82,448+104.3% |
| Participation rate | 97.8% | 57.9%+40.0pp | 69.0%+28.8pp | 68.1%+29.8pp |
| Annual return | 18.50% | 22.41%-3.9pp | 61.39%-42.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $8,180 | $1,655+394.2% | $2,504+226.6% | $2,551+220.7% |
| Participant deferral / active EE | $12,019 | $3,080+290.2% | $4,559+163.6% | $4,139+190.4% |
| Admin fee / account holder | $6,277 | $4,730+32.7% | $8,342-24.8% | $7,234-13.2% |