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 | $146,709 | $93,571+56.8% | $135,903+8.0% | $75,163+95.2% |
| Participation rate | 95.8% | 75.2%+20.7pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 21.69% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,655 | $3,537+3.3% | $4,856-24.7% | $2,670+36.9% |
| Participant deferral / active EE | $8,072 | $6,404+26.0% | $7,758+4.1% | $4,125+95.7% |
| Admin fee / account holder | $5,071 | $6,975-27.3% | $10,762-52.9% | $5,651-10.3% |