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 | $187,928 | $72,277+160.0% | $101,248+85.6% | $79,858+135.3% |
| Participation rate | 86.1% | 68.5%+17.7pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | 13.49% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,888 | $2,692+7.3% | $3,660-21.1% | $2,471+16.9% |
| Participant deferral / active EE | $7,315 | $3,282+122.9% | $4,370+67.4% | $3,740+95.6% |
| Admin fee / account holder | $14,658 | $4,400+233.1% | $5,945+146.5% | $5,306+176.2% |