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 | $179,103 | $102,605+74.6% | $145,661+23.0% | $84,808+111.2% |
| Participation rate | 86.0% | 74.3%+11.7pp | 77.2%+8.8pp | 68.3%+17.7pp |
| Annual return | 20.82% | 26.50%-5.7pp | 101.46%-80.6pp | 40.90%-20.1pp |
| Employer contribution / active EE | $9,672 | $3,325+190.9% | $4,238+128.2% | $2,631+267.6% |
| Participant deferral / active EE | $12,849 | $5,750+123.5% | $7,198+78.5% | $4,212+205.1% |
| Admin fee / account holder | $11,302 | $8,758+29.1% | $12,466-9.3% | $7,344+53.9% |