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 | $157,582 | $80,968+94.6% | $96,544+63.2% | $75,163+109.7% |
| Participation rate | 97.9% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.7pp |
| Annual return | 16.81% | 27.06%-10.3pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,305 | $2,282+44.9% | $2,965+11.5% | $2,670+23.8% |
| Participant deferral / active EE | $8,162 | $3,928+107.8% | $4,851+68.2% | $4,125+97.9% |
| Admin fee / account holder | $3,791 | $6,724-43.6% | $8,252-54.1% | $5,651-32.9% |