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 | $160,293 | $78,672+103.7% | $109,143+46.9% | $85,850+86.7% |
| Participation rate | 84.8% | 68.3%+16.6pp | 75.9%+9.0pp | 69.3%+15.5pp |
| Annual return | 32.09% | 25.09%+7.0pp | 25.75%+6.3pp | 318.53%-286.4pp |
| Employer contribution / active EE | $2,670 | $2,735-2.4% | $3,722-28.3% | $2,565+4.1% |
| Participant deferral / active EE | $7,099 | $3,467+104.7% | $4,653+52.6% | $3,952+79.6% |
| Admin fee / account holder | $26,509 | $5,469+384.7% | $6,752+292.6% | $6,260+323.5% |