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 | $157,292 | $79,944+96.8% | $98,439+59.8% | $75,163+109.3% |
| Participation rate | 94.5% | 70.4%+24.2pp | 75.2%+19.4pp | 67.2%+27.3pp |
| Annual return | 15.80% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $5,420 | $2,264+139.4% | $3,048+77.8% | $2,670+103.0% |
| Participant deferral / active EE | $8,684 | $3,752+131.5% | $4,738+83.3% | $4,125+110.5% |
| Admin fee / account holder | $9,910 | $6,840+44.9% | $8,948+10.8% | $5,651+75.4% |