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 | $148,397 | $76,367+94.3% | $93,606+58.5% | $72,985+103.3% |
| Participation rate | 82.5% | 71.7%+10.7pp | 75.8%+6.6pp | 69.5%+13.0pp |
| Annual return | 21.97% | 25.82%-3.8pp | 32.76%-10.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,049 | $2,275+34.0% | $2,718+12.2% | $2,440+25.0% |
| Participant deferral / active EE | $5,691 | $3,538+60.9% | $4,069+39.9% | $3,607+57.8% |
| Admin fee / account holder | $8,712 | $6,838+27.4% | $7,888+10.4% | $5,124+70.0% |