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 7-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 | $156,307 | $78,672+98.7% | $109,143+43.2% | $85,850+82.1% |
| Participation rate | 98.0% | 68.3%+29.8pp | 75.9%+22.2pp | 69.3%+28.7pp |
| Annual return | 27.67% | 25.09%+2.6pp | 25.75%+1.9pp | 318.53%-290.9pp |
| Employer contribution / active EE | $3,111 | $2,735+13.7% | $3,722-16.4% | $2,565+21.3% |
| Participant deferral / active EE | $8,610 | $3,467+148.3% | $4,653+85.0% | $3,952+117.9% |
| Admin fee / account holder | $23,766 | $5,469+334.5% | $6,752+252.0% | $6,260+279.7% |