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 | $168,578 | $87,013+93.7% | $106,213+58.7% | $80,856+108.5% |
| Participation rate | 95.1% | 70.4%+24.6pp | 75.3%+19.8pp | 67.6%+27.4pp |
| Annual return | 16.45% | 17.05%-0.6pp | 116.14%-99.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $5,094 | $2,395+112.7% | $3,171+60.6% | $2,755+84.9% |
| Participant deferral / active EE | $8,015 | $3,986+101.1% | $5,016+59.8% | $4,296+86.6% |
| Admin fee / account holder | $12,162 | $8,431+44.2% | $11,033+10.2% | $6,918+75.8% |