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 8-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 | $155,445 | $87,013+78.6% | $106,213+46.4% | $80,856+92.2% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.3%+22.2pp | 67.6%+29.8pp |
| Annual return | 11.81% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $7,305 | $2,395+205.0% | $3,171+130.3% | $2,755+165.2% |
| Participant deferral / active EE | $7,666 | $3,986+92.3% | $5,016+52.8% | $4,296+78.5% |
| Admin fee / account holder | $6,050 | $8,431-28.2% | $11,033-45.2% | $6,918-12.5% |