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 | $164,519 | $72,277+127.6% | $101,248+62.5% | $79,858+106.0% |
| Participation rate | 93.9% | 68.5%+25.5pp | 75.8%+18.1pp | 69.6%+24.3pp |
| Annual return | 15.90% | 22.30%-6.4pp | 46.47%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,713 | $2,692-36.4% | $3,660-53.2% | $2,471-30.7% |
| Participant deferral / active EE | $6,501 | $3,282+98.1% | $4,370+48.8% | $3,740+73.8% |
| Admin fee / account holder | $3,121 | $4,400-29.1% | $5,945-47.5% | $5,306-41.2% |