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 | $159,984 | $96,484+65.8% | $156,263+2.4% | $74,304+115.3% |
| Participation rate | 91.3% | 67.7%+23.6pp | 78.9%+12.4pp | 60.3%+30.9pp |
| Annual return | 19.52% | 17.73%+1.8pp | 59.47%-39.9pp | 29.43%-9.9pp |
| Employer contribution / active EE | $3,839 | $2,528+51.8% | $4,333-11.4% | $2,241+71.3% |
| Participant deferral / active EE | $8,852 | $4,286+106.5% | $6,158+43.7% | $3,767+135.0% |
| Admin fee / account holder | $23,097 | $3,728+519.6% | $14,255+62.0% | $2,969+678.0% |