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 | $181,595 | $91,190+99.1% | $178,490+1.7% | $79,858+127.4% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 38.79% | 24.19%+14.6pp | 151.07%-112.3pp | 31.71%+7.1pp |
| Employer contribution / active EE | $6,747 | $3,256+107.2% | $5,011+34.7% | $2,471+173.1% |
| Participant deferral / active EE | $5,069 | $3,236+56.6% | $5,202-2.5% | $3,740+35.5% |
| Admin fee / account holder | $1,575 | $6,751-76.7% | $13,984-88.7% | $5,306-70.3% |