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 | $162,139 | $73,787+119.7% | $98,716+64.2% | $82,448+96.7% |
| Participation rate | 93.3% | 61.4%+31.9pp | 69.3%+24.0pp | 68.1%+25.3pp |
| Annual return | 13.98% | 18.57%-4.6pp | 31.81%-17.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,824 | $1,511+86.9% | $2,279+23.9% | $2,551+10.7% |
| Participant deferral / active EE | $7,646 | $3,081+148.1% | $4,048+88.9% | $4,139+84.7% |
| Admin fee / account holder | $6,530 | $6,500+0.5% | $8,703-25.0% | $7,234-9.7% |